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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 | $99,541 | $61,605+61.6% | $112,273-11.3% | $75,173+32.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 19.17% | 28.47%-9.3pp | 30.23%-11.1pp | 160.72%-141.6pp |
| Employer contribution / active EE | $9,573 | $2,015+375.0% | $3,431+179.0% | $2,671+258.4% |
| Participant deferral / active EE | $12,354 | $3,108+297.5% | $4,800+157.4% | $4,126+199.4% |
| Admin fee / account holder | $12,968 | $4,862+166.7% | $7,752+67.3% | $5,651+129.5% |