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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 | $227,064 | $93,617+142.5% | $135,982+67.0% | $75,177+202.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.20% | 30.89%-11.7pp | 68.32%-49.1pp | 160.75%-141.6pp |
| Employer contribution / active EE | $6,573 | $3,538+85.8% | $4,859+35.3% | $2,671+146.1% |
| Participant deferral / active EE | $8,657 | $6,406+35.1% | $7,760+11.6% | $4,126+109.8% |
| Admin fee / account holder | $956 | $6,980-86.3% | $10,767-91.1% | $5,651-83.1% |