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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 | $142,743 | $73,978+93.0% | $96,515+47.9% | $75,173+89.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.12% | 26.72%-7.6pp | 35.73%-16.6pp | 160.72%-141.6pp |
| Employer contribution / active EE | $7,610 | $2,931+159.7% | $3,740+103.5% | $2,671+184.9% |
| Participant deferral / active EE | $9,129 | $3,660+149.4% | $4,880+87.1% | $4,126+121.2% |
| Admin fee / account holder | $6,554 | $5,219+25.6% | $6,735-2.7% | $5,651+16.0% |