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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 | $193,961 | $125,797+54.2% | $170,057+14.1% | $75,177+158.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.73% | 27.20%-10.5pp | 53.42%-36.7pp | 160.75%-144.0pp |
| Employer contribution / active EE | $8,540 | $4,616+85.0% | $6,790+25.8% | $2,671+219.7% |
| Participant deferral / active EE | $9,691 | $6,838+41.7% | $10,411-6.9% | $4,126+134.9% |
| Admin fee / account holder | $37,245 | $8,177+355.5% | $12,826+190.4% | $5,651+559.0% |