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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 | $195,426 | $93,598+108.8% | $135,974+43.7% | $75,173+160.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.11% | 30.89%-14.8pp | 68.30%-52.2pp | 160.72%-144.6pp |
| Employer contribution / active EE | $10,651 | $3,538+201.0% | $4,859+119.2% | $2,671+298.8% |
| Participant deferral / active EE | $8,630 | $6,405+34.7% | $7,760+11.2% | $4,126+109.1% |
| Admin fee / account holder | $49,344 | $6,978+607.2% | $10,767+358.3% | $5,651+773.3% |