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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 | $169,208 | $84,236+100.9% | $170,435-0.7% | $70,126+141.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.37% | 23.06%-3.7pp | 205.94%-186.6pp | 73.15%-53.8pp |
| Employer contribution / active EE | $8,994 | $3,387+165.5% | $5,432+65.6% | $2,343+284.0% |
| Participant deferral / active EE | $5,494 | $3,086+78.1% | $4,939+11.2% | $3,332+64.9% |
| Admin fee / account holder | $16,062 | $5,698+181.9% | $13,881+15.7% | $4,645+245.8% |