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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 | $190,467 | $81,233+134.5% | $155,567+22.4% | $80,874+135.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.93% | 33.33%-21.4pp | 64.74%-52.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,432 | $3,101-21.6% | $4,674-48.0% | $2,756-11.7% |
| Participant deferral / active EE | $7,927 | $3,452+129.6% | $5,628+40.9% | $4,297+84.5% |
| Admin fee / account holder | $52,388 | $7,998+555.0% | $15,916+229.1% | $6,935+655.4% |