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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 | $173,896 | $93,617+85.8% | $135,982+27.9% | $75,177+131.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.18% | 30.89%-14.7pp | 68.32%-52.1pp | 160.75%-144.6pp |
| Employer contribution / active EE | $7,915 | $3,538+123.7% | $4,859+62.9% | $2,671+196.3% |
| Participant deferral / active EE | $5,464 | $6,406-14.7% | $7,760-29.6% | $4,126+32.4% |
| Admin fee / account holder | $25,191 | $6,980+260.9% | $10,767+134.0% | $5,651+345.8% |