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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 | $195,920 | $93,598+109.3% | $135,974+44.1% | $75,173+160.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.08% | 30.89%-11.8pp | 68.30%-49.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $9,856 | $3,538+178.6% | $4,859+102.8% | $2,671+269.0% |
| Participant deferral / active EE | $8,513 | $6,405+32.9% | $7,760+9.7% | $4,126+106.3% |
| Admin fee / account holder | $55,903 | $6,978+701.2% | $10,767+419.2% | $5,651+889.3% |