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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 | $169,758 | $77,908+117.9% | $149,696+13.4% | $75,173+125.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.62% | 31.73%-14.1pp | 134.46%-116.8pp | 160.72%-143.1pp |
| Employer contribution / active EE | $9,001 | $3,138+186.9% | $4,821+86.7% | $2,671+237.0% |
| Participant deferral / active EE | $6,553 | $3,411+92.1% | $5,682+15.3% | $4,126+58.8% |
| Admin fee / account holder | $13,376 | $5,950+124.8% | $13,212+1.2% | $5,651+136.7% |