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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 | $212,456 | $91,198+133.0% | $178,503+19.0% | $79,856+166.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.96% | 24.20%-10.2pp | 151.12%-137.2pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,675 | $3,257-17.8% | $5,011-46.6% | $2,471+8.3% |
| Participant deferral / active EE | $10,056 | $3,237+210.7% | $5,202+93.3% | $3,741+168.8% |
| Admin fee / account holder | $5,970 | $6,748-11.5% | $13,987-57.3% | $5,306+12.5% |