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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 | $157,669 | $93,598+68.5% | $135,974+16.0% | $75,173+109.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.65% | 30.89%-14.2pp | 68.30%-51.7pp | 160.72%-144.1pp |
| Employer contribution / active EE | $9,902 | $3,538+179.9% | $4,859+103.8% | $2,671+270.7% |
| Participant deferral / active EE | $13,786 | $6,405+115.2% | $7,760+77.7% | $4,126+234.1% |
| Admin fee / account holder | $23,288 | $6,978+233.7% | $10,767+116.3% | $5,651+312.1% |