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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 | $187,884 | $70,684+165.8% | $169,390+10.9% | $75,173+149.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 15.82% | 36.38%-20.6pp | 406.07%-390.3pp | 160.72%-144.9pp |
| Employer contribution / active EE | $6,447 | $2,211+191.6% | $4,013+60.7% | $2,671+141.4% |
| Participant deferral / active EE | $18,898 | $4,310+338.5% | $6,222+203.7% | $4,126+358.0% |
| Admin fee / account holder | $12,135 | $5,404+124.5% | $9,015+34.6% | $5,651+114.7% |