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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,909 | $79,955+51.2% | $98,461+22.8% | $75,173+60.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 15.21% | 19.75%-4.5pp | 21.17%-6.0pp | 160.72%-145.5pp |
| Employer contribution / active EE | $11,702 | $2,264+416.9% | $3,049+283.9% | $2,671+338.1% |
| Participant deferral / active EE | $8,984 | $3,752+139.4% | $4,738+89.6% | $4,126+117.7% |
| Admin fee / account holder | $47,942 | $6,841+600.8% | $8,961+435.0% | $5,651+748.5% |