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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 | $200,747 | $73,988+171.3% | $96,538+107.9% | $75,177+167.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.97% | 26.73%-6.8pp | 35.74%-15.8pp | 160.75%-140.8pp |
| Employer contribution / active EE | $9,000 | $2,930+207.1% | $3,740+140.6% | $2,671+237.0% |
| Participant deferral / active EE | $8,293 | $3,660+126.6% | $4,880+69.9% | $4,126+101.0% |
| Admin fee / account holder | $8,383 | $5,220+60.6% | $6,737+24.4% | $5,651+48.3% |