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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 | $205,894 | $125,797+63.7% | $170,028+21.1% | $75,181+173.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.65% | 27.20%-8.5pp | 53.39%-34.7pp | 160.69%-142.0pp |
| Employer contribution / active EE | $10,990 | $4,616+138.1% | $6,788+61.9% | $2,671+311.5% |
| Participant deferral / active EE | $13,579 | $6,838+98.6% | $10,409+30.5% | $4,126+229.1% |
| Admin fee / account holder | $8,666 | $8,177+6.0% | $12,820-32.4% | $5,650+53.4% |