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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 | $225,123 | $84,236+167.3% | $170,435+32.1% | $70,126+221.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.71% | 23.06%-5.4pp | 205.94%-188.2pp | 73.15%-55.4pp |
| Employer contribution / active EE | $6,458 | $3,387+90.7% | $5,432+18.9% | $2,343+175.7% |
| Participant deferral / active EE | $4,085 | $3,086+32.4% | $4,939-17.3% | $3,332+22.6% |
| Admin fee / account holder | $9,355 | $5,698+64.2% | $13,881-32.6% | $4,645+101.4% |