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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 | $188,591 | $125,797+49.9% | $170,057+10.9% | $75,177+150.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.18% | 27.20%-5.0pp | 53.42%-31.2pp | 160.75%-138.6pp |
| Employer contribution / active EE | $11,367 | $4,616+146.2% | $6,790+67.4% | $2,671+325.6% |
| Participant deferral / active EE | $12,175 | $6,838+78.1% | $10,411+16.9% | $4,126+195.0% |
| Admin fee / account holder | $37,619 | $8,177+360.1% | $12,826+193.3% | $5,651+565.7% |