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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 | $140,800 | $93,589+50.4% | $135,942+3.6% | $75,181+87.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.41% | 30.90%-12.5pp | 68.28%-49.9pp | 160.69%-142.3pp |
| Employer contribution / active EE | $4,835 | $3,537+36.7% | $4,858-0.5% | $2,671+81.1% |
| Participant deferral / active EE | $8,089 | $6,405+26.3% | $7,759+4.2% | $4,126+96.0% |
| Admin fee / account holder | $25,954 | $6,977+272.0% | $10,764+141.1% | $5,650+359.4% |