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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 | $164,457 | $77,920+111.1% | $149,723+9.8% | $75,177+118.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.93% | 31.72%-13.8pp | 134.50%-116.6pp | 160.75%-142.8pp |
| Employer contribution / active EE | $8,562 | $3,138+172.8% | $4,821+77.6% | $2,671+220.6% |
| Participant deferral / active EE | $5,782 | $3,411+69.5% | $5,682+1.7% | $4,126+40.1% |
| Admin fee / account holder | $7,318 | $5,951+23.0% | $13,215-44.6% | $5,651+29.5% |