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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 | $247,563 | $81,276+204.6% | $155,574+59.1% | $80,925+205.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.01% | 33.36%-16.4pp | 64.87%-47.9pp | 35.65%-18.6pp |
| Employer contribution / active EE | $6,670 | $3,103+115.0% | $4,676+42.7% | $2,756+142.0% |
| Participant deferral / active EE | $5,986 | $3,453+73.4% | $5,629+6.3% | $4,299+39.3% |
| Admin fee / account holder | $2,203 | $7,993-72.4% | $15,914-86.2% | $6,940-68.3% |