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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 | $192,375 | $73,978+160.0% | $96,515+99.3% | $75,173+155.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 22.49% | 26.72%-4.2pp | 35.73%-13.2pp | 160.72%-138.2pp |
| Employer contribution / active EE | $6,703 | $2,931+128.7% | $3,740+79.3% | $2,671+151.0% |
| Participant deferral / active EE | $7,464 | $3,660+103.9% | $4,880+53.0% | $4,126+80.9% |
| Admin fee / account holder | $38,257 | $5,219+633.1% | $6,735+468.0% | $5,651+577.0% |