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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 | $188,224 | $77,920+141.6% | $149,723+25.7% | $75,177+150.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.98% | 31.72%-17.7pp | 134.50%-120.5pp | 160.75%-146.8pp |
| Employer contribution / active EE | $5,670 | $3,138+80.7% | $4,821+17.6% | $2,671+112.3% |
| Participant deferral / active EE | $7,026 | $3,411+105.9% | $5,682+23.6% | $4,126+70.3% |
| Admin fee / account holder | $28,561 | $5,951+380.0% | $13,215+116.1% | $5,651+405.4% |