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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 | $169,184 | $77,920+117.1% | $149,723+13.0% | $75,177+125.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.30% | 31.72%-11.4pp | 134.50%-114.2pp | 160.75%-140.4pp |
| Employer contribution / active EE | $6,769 | $3,138+115.7% | $4,821+40.4% | $2,671+153.4% |
| Participant deferral / active EE | $6,443 | $3,411+88.9% | $5,682+13.4% | $4,126+56.1% |
| Admin fee / account holder | $10,223 | $5,951+71.8% | $13,215-22.6% | $5,651+80.9% |