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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 | $192,220 | $73,988+159.8% | $96,538+99.1% | $75,177+155.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.61% | 26.73%-7.1pp | 35.74%-16.1pp | 160.75%-141.1pp |
| Employer contribution / active EE | $11,545 | $2,930+294.0% | $3,740+208.7% | $2,671+332.2% |
| Participant deferral / active EE | $4,875 | $3,660+33.2% | $4,880-0.1% | $4,126+18.1% |
| Admin fee / account holder | $9,209 | $5,220+76.4% | $6,737+36.7% | $5,651+63.0% |