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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 | $210,483 | $77,920+170.1% | $149,723+40.6% | $75,177+180.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.69% | 31.72%-15.0pp | 134.50%-117.8pp | 160.75%-144.1pp |
| Employer contribution / active EE | $10,902 | $3,138+247.4% | $4,821+126.1% | $2,671+308.1% |
| Participant deferral / active EE | $9,507 | $3,411+178.7% | $5,682+67.3% | $4,126+130.4% |
| Admin fee / account holder | $7,715 | $5,951+29.7% | $13,215-41.6% | $5,651+36.5% |