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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 | $239,418 | $73,988+223.6% | $96,538+148.0% | $75,177+218.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.25% | 26.73%-12.5pp | 35.74%-21.5pp | 160.75%-146.5pp |
| Employer contribution / active EE | $8,620 | $2,930+194.2% | $3,740+130.5% | $2,671+222.7% |
| Participant deferral / active EE | $4,446 | $3,660+21.5% | $4,880-8.9% | $4,126+7.7% |
| Admin fee / account holder | $2,497 | $5,220-52.2% | $6,737-62.9% | $5,651-55.8% |