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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 | $170,615 | $93,617+82.2% | $135,982+25.5% | $75,177+127.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.49% | 30.89%-12.4pp | 68.32%-49.8pp | 160.75%-142.3pp |
| Employer contribution / active EE | $6,905 | $3,538+95.1% | $4,859+42.1% | $2,671+158.5% |
| Participant deferral / active EE | $8,900 | $6,406+38.9% | $7,760+14.7% | $4,126+115.7% |
| Admin fee / account holder | $1,979 | $6,980-71.6% | $10,767-81.6% | $5,651-65.0% |