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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 | $215,776 | $93,617+130.5% | $135,982+58.7% | $75,177+187.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.49% | 30.89%-14.4pp | 68.32%-51.8pp | 160.75%-144.3pp |
| Employer contribution / active EE | $7,584 | $3,538+114.3% | $4,859+56.1% | $2,671+183.9% |
| Participant deferral / active EE | $9,928 | $6,406+55.0% | $7,760+27.9% | $4,126+140.6% |
| Admin fee / account holder | $9,545 | $6,980+36.8% | $10,767-11.4% | $5,651+68.9% |