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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 | $195,290 | $77,920+150.6% | $149,723+30.4% | $75,177+159.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 35.38% | 31.72%+3.7pp | 134.50%-99.1pp | 160.75%-125.4pp |
| Employer contribution / active EE | $8,193 | $3,138+161.1% | $4,821+69.9% | $2,671+206.7% |
| Participant deferral / active EE | $6,162 | $3,411+80.6% | $5,682+8.4% | $4,126+49.3% |
| Admin fee / account holder | $11,035 | $5,951+85.5% | $13,215-16.5% | $5,651+95.3% |