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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 | $227,473 | $73,978+207.5% | $96,515+135.7% | $75,173+202.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.47% | 26.72%-11.3pp | 35.73%-20.3pp | 160.72%-145.2pp |
| Employer contribution / active EE | $7,394 | $2,931+152.3% | $3,740+97.7% | $2,671+176.8% |
| Participant deferral / active EE | $9,842 | $3,660+168.9% | $4,880+101.7% | $4,126+138.5% |
| Admin fee / account holder | $12,679 | $5,219+143.0% | $6,735+88.2% | $5,651+124.4% |