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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 | $248,556 | $91,198+172.5% | $178,503+39.2% | $79,856+211.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.74% | 24.20%-8.5pp | 151.12%-135.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $5,929 | $3,257+82.1% | $5,011+18.3% | $2,471+139.9% |
| Participant deferral / active EE | $3,446 | $3,237+6.5% | $5,202-33.8% | $3,741-7.9% |
| Admin fee / account holder | $6,301 | $6,748-6.6% | $13,987-55.0% | $5,306+18.7% |