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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 | $76,407+200.3% | $150,298+52.6% | $82,448+178.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.93% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $6,013 | $2,614+130.0% | $4,154+44.8% | $2,551+135.7% |
| Participant deferral / active EE | $2,965 | $3,214-7.8% | $5,453-45.6% | $4,139-28.4% |
| Admin fee / account holder | $6,182 | $6,352-2.7% | $14,116-56.2% | $7,234-14.5% |