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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 | $240,787 | $93,598+157.3% | $135,974+77.1% | $75,173+220.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 43.52% | 30.89%+12.6pp | 68.30%-24.8pp | 160.72%-117.2pp |
| Employer contribution / active EE | $6,018 | $3,538+70.1% | $4,859+23.9% | $2,671+125.3% |
| Participant deferral / active EE | $6,556 | $6,405+2.4% | $7,760-15.5% | $4,126+58.9% |
| Admin fee / account holder | $4,907 | $6,978-29.7% | $10,767-54.4% | $5,651-13.2% |