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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 | $81,331+134.2% | $155,534+22.5% | $80,935+135.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.93% | 33.37%-21.4pp | 64.92%-53.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $2,432 | $3,105-21.7% | $4,675-48.0% | $2,757-11.8% |
| Participant deferral / active EE | $7,927 | $3,454+129.5% | $5,630+40.8% | $4,299+84.4% |
| Admin fee / account holder | $52,388 | $7,999+554.9% | $15,900+229.5% | $6,924+656.6% |