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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 | $197,380 | $93,617+110.8% | $135,982+45.2% | $75,177+162.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.34% | 30.89%-10.5pp | 68.32%-48.0pp | 160.75%-140.4pp |
| Employer contribution / active EE | $16,220 | $3,538+358.4% | $4,859+233.8% | $2,671+507.3% |
| Participant deferral / active EE | $16,834 | $6,406+162.8% | $7,760+116.9% | $4,126+308.0% |
| Admin fee / account holder | $26,321 | $6,980+277.1% | $10,767+144.4% | $5,651+365.7% |