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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 | $197,951 | $77,920+154.0% | $149,723+32.2% | $75,177+163.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.06% | 31.72%-12.7pp | 134.50%-115.4pp | 160.75%-141.7pp |
| Employer contribution / active EE | $6,251 | $3,138+99.2% | $4,821+29.7% | $2,671+134.0% |
| Participant deferral / active EE | $5,390 | $3,411+58.0% | $5,682-5.1% | $4,126+30.6% |
| Admin fee / account holder | $13,061 | $5,951+119.5% | $13,215-1.2% | $5,651+131.1% |