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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 | $195,992 | $93,598+109.4% | $135,974+44.1% | $75,173+160.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.33% | 30.89%-15.6pp | 68.30%-53.0pp | 160.72%-145.4pp |
| Employer contribution / active EE | $3,717 | $3,538+5.1% | $4,859-23.5% | $2,671+39.2% |
| Participant deferral / active EE | $11,666 | $6,405+82.1% | $7,760+50.3% | $4,126+182.7% |
| Admin fee / account holder | $12,692 | $6,978+81.9% | $10,767+17.9% | $5,651+124.6% |