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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 | $200,632 | $93,598+114.4% | $135,974+47.6% | $75,173+166.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.05% | 30.89%-13.8pp | 68.30%-51.3pp | 160.72%-143.7pp |
| Employer contribution / active EE | $7,438 | $3,538+110.2% | $4,859+53.1% | $2,671+178.5% |
| Participant deferral / active EE | $8,814 | $6,405+37.6% | $7,760+13.6% | $4,126+113.6% |
| Admin fee / account holder | $8,376 | $6,978+20.0% | $10,767-22.2% | $5,651+48.2% |