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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 | $173,532 | $73,955+134.6% | $96,520+79.8% | $75,181+130.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.48% | 26.72%-7.2pp | 35.72%-16.2pp | 160.69%-141.2pp |
| Employer contribution / active EE | $7,498 | $2,930+155.9% | $3,739+100.6% | $2,671+180.8% |
| Participant deferral / active EE | $11,421 | $3,659+212.1% | $4,879+134.1% | $4,126+176.8% |
| Admin fee / account holder | $4,469 | $5,217-14.3% | $6,733-33.6% | $5,650-20.9% |