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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 | $94,875 | $77,920+21.8% | $149,723-36.6% | $75,177+26.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.77% | 31.72%-15.0pp | 134.50%-117.7pp | 160.75%-144.0pp |
| Employer contribution / active EE | $9,927 | $3,138+216.3% | $4,821+105.9% | $2,671+271.6% |
| Participant deferral / active EE | $6,652 | $3,411+95.0% | $5,682+17.1% | $4,126+61.2% |
| Admin fee / account holder | $27,046 | $5,951+354.5% | $13,215+104.7% | $5,651+378.6% |