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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 | $229,420 | $78,690+191.5% | $161,489+42.1% | $87,485+162.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.93% | 32.74%-17.8pp | 89.72%-74.8pp | 26.06%-11.1pp |
| Employer contribution / active EE | $6,013 | $2,588+132.3% | $4,268+40.9% | $2,596+131.6% |
| Participant deferral / active EE | $2,965 | $3,311-10.5% | $5,630-47.3% | $4,274-30.6% |
| Admin fee / account holder | $6,182 | $6,724-8.1% | $16,006-61.4% | $7,775-20.5% |