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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 | $240,355 | $93,617+156.7% | $135,982+76.8% | $75,177+219.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.85% | 30.89%-11.0pp | 68.32%-48.5pp | 160.75%-140.9pp |
| Employer contribution / active EE | $8,469 | $3,538+139.3% | $4,859+74.3% | $2,671+217.1% |
| Participant deferral / active EE | $13,776 | $6,406+115.0% | $7,760+77.5% | $4,126+233.8% |
| Admin fee / account holder | $7,601 | $6,980+8.9% | $10,767-29.4% | $5,651+34.5% |