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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 | $78,690+139.2% | $161,489+16.6% | $87,485+115.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.90% | 32.74%-17.8pp | 89.72%-74.8pp | 26.06%-11.2pp |
| Employer contribution / active EE | $8,867 | $2,588+242.6% | $4,268+107.7% | $2,596+241.5% |
| Participant deferral / active EE | $5,584 | $3,311+68.6% | $5,630-0.8% | $4,274+30.7% |
| Admin fee / account holder | $2,560 | $6,724-61.9% | $16,006-84.0% | $7,775-67.1% |