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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 | $221,954 | $93,598+137.1% | $135,974+63.2% | $75,173+195.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.96% | 30.89%-12.9pp | 68.30%-50.3pp | 160.72%-142.8pp |
| Employer contribution / active EE | $11,227 | $3,538+217.3% | $4,859+131.1% | $2,671+320.3% |
| Participant deferral / active EE | $10,420 | $6,405+62.7% | $7,760+34.3% | $4,126+152.5% |
| Admin fee / account holder | $19,624 | $6,978+181.2% | $10,767+82.3% | $5,651+247.3% |