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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 | $177,854 | $54,757+224.8% | $90,304+97.0% | $72,975+143.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.54% | 30.63%-7.1pp | 78.13%-54.6pp | 81.01%-57.5pp |
| Employer contribution / active EE | $4,717 | $2,093+125.3% | $2,855+65.2% | $2,440+93.3% |
| Participant deferral / active EE | $8,355 | $2,887+189.4% | $3,885+115.1% | $3,608+131.6% |
| Admin fee / account holder | $9,940 | $3,973+150.2% | $5,354+85.7% | $5,124+94.0% |