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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 | $240,495 | $93,598+156.9% | $135,974+76.9% | $75,173+219.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.27% | 30.89%-15.6pp | 68.30%-53.0pp | 160.72%-145.4pp |
| Employer contribution / active EE | $7,137 | $3,538+101.7% | $4,859+46.9% | $2,671+167.2% |
| Participant deferral / active EE | $8,902 | $6,405+39.0% | $7,760+14.7% | $4,126+115.7% |
| Admin fee / account holder | $8,206 | $6,978+17.6% | $10,767-23.8% | $5,651+45.2% |