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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 | $193,353 | $125,797+53.7% | $170,043+13.7% | $75,173+157.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.47% | 27.20%-8.7pp | 53.40%-34.9pp | 160.72%-142.3pp |
| Employer contribution / active EE | $7,707 | $4,616+67.0% | $6,790+13.5% | $2,671+188.5% |
| Participant deferral / active EE | $9,189 | $6,838+34.4% | $10,410-11.7% | $4,126+122.7% |
| Admin fee / account holder | $31,591 | $8,177+286.4% | $12,824+146.3% | $5,651+459.1% |