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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 | $146,763 | $61,605+138.2% | $112,273+30.7% | $75,181+95.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 18.77% | 28.47%-9.7pp | 30.23%-11.5pp | 160.69%-141.9pp |
| Employer contribution / active EE | $7,493 | $2,015+271.8% | $3,431+118.4% | $2,671+180.6% |
| Participant deferral / active EE | $9,914 | $3,108+219.0% | $4,800+106.6% | $4,126+140.3% |
| Admin fee / account holder | $41,394 | $4,862+751.3% | $7,752+434.0% | $5,650+632.7% |