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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 | $185,860 | $93,617+98.5% | $135,982+36.7% | $75,177+147.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 53.13% | 30.89%+22.2pp | 68.32%-15.2pp | 160.75%-107.6pp |
| Employer contribution / active EE | $6,518 | $3,538+84.2% | $4,859+34.1% | $2,671+144.0% |
| Participant deferral / active EE | $3,133 | $6,406-51.1% | $7,760-59.6% | $4,126-24.1% |
| Admin fee / account holder | $890 | $6,980-87.2% | $10,767-91.7% | $5,651-84.3% |