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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 | $192,220 | $81,476+135.9% | $102,383+87.7% | $80,925+137.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.02% | 25.59%-10.6pp | 24.94%-9.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $8,886 | $3,105+186.2% | $3,870+129.6% | $2,756+222.4% |
| Participant deferral / active EE | $8,465 | $3,871+118.7% | $5,060+67.3% | $4,299+96.9% |
| Admin fee / account holder | $17,109 | $6,717+154.7% | $8,391+103.9% | $6,940+146.5% |