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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 | $232,294 | $125,797+84.7% | $170,043+36.6% | $75,173+209.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.79% | 27.20%-11.4pp | 53.40%-37.6pp | 160.72%-144.9pp |
| Employer contribution / active EE | $7,149 | $4,616+54.9% | $6,790+5.3% | $2,671+167.7% |
| Participant deferral / active EE | $16,731 | $6,838+144.7% | $10,410+60.7% | $4,126+305.5% |
| Admin fee / account holder | $5,564 | $8,177-31.9% | $12,824-56.6% | $5,651-1.5% |