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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 | $141,273 | $93,617+50.9% | $135,982+3.9% | $75,177+87.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.09% | 30.89%-14.8pp | 68.32%-52.2pp | 160.75%-144.7pp |
| Employer contribution / active EE | $8,100 | $3,538+128.9% | $4,859+66.7% | $2,671+203.2% |
| Participant deferral / active EE | $8,832 | $6,406+37.9% | $7,760+13.8% | $4,126+114.0% |
| Admin fee / account holder | $10,125 | $6,980+45.1% | $10,767-6.0% | $5,651+79.2% |