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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 | $195,297 | $93,617+108.6% | $135,982+43.6% | $75,177+159.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.99% | 30.89%-8.9pp | 68.32%-46.3pp | 160.75%-138.8pp |
| Employer contribution / active EE | $7,546 | $3,538+113.3% | $4,859+55.3% | $2,671+182.5% |
| Participant deferral / active EE | $14,141 | $6,406+120.8% | $7,760+82.2% | $4,126+242.7% |
| Admin fee / account holder | $15,894 | $6,980+127.7% | $10,767+47.6% | $5,651+181.2% |