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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 | $230,772 | $93,617+146.5% | $135,982+69.7% | $75,177+207.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.10% | 30.89%-9.8pp | 68.32%-47.2pp | 160.75%-139.6pp |
| Employer contribution / active EE | $14,037 | $3,538+296.7% | $4,859+188.9% | $2,671+425.5% |
| Participant deferral / active EE | $7,276 | $6,406+13.6% | $7,760-6.2% | $4,126+76.3% |
| Admin fee / account holder | $2,035 | $6,980-70.8% | $10,767-81.1% | $5,651-64.0% |