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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 | $188,264 | $76,407+146.4% | $150,298+25.3% | $82,448+128.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.90% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $8,867 | $2,614+239.2% | $4,154+113.5% | $2,551+247.6% |
| Participant deferral / active EE | $5,584 | $3,214+73.7% | $5,453+2.4% | $4,139+34.9% |
| Admin fee / account holder | $2,560 | $6,352-59.7% | $14,116-81.9% | $7,234-64.6% |