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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 | $169,986 | $93,598+81.6% | $135,974+25.0% | $75,173+126.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.22% | 30.89%-13.7pp | 68.30%-51.1pp | 160.72%-143.5pp |
| Employer contribution / active EE | $9,069 | $3,538+156.3% | $4,859+86.6% | $2,671+239.5% |
| Participant deferral / active EE | $11,204 | $6,405+74.9% | $7,760+44.4% | $4,126+171.5% |
| Admin fee / account holder | $23,156 | $6,978+231.9% | $10,767+115.1% | $5,651+309.8% |