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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 | $189,137 | $80,983+133.6% | $96,544+95.9% | $75,177+151.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.69% | 27.05%-7.4pp | 25.88%-6.2pp | 160.75%-141.1pp |
| Employer contribution / active EE | $6,809 | $2,282+198.3% | $2,966+129.5% | $2,671+154.9% |
| Participant deferral / active EE | $9,271 | $3,929+136.0% | $4,851+91.1% | $4,126+124.7% |
| Admin fee / account holder | $20,405 | $6,717+203.8% | $8,254+147.2% | $5,651+261.1% |