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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 | $202,505 | $81,476+148.5% | $102,383+97.8% | $80,925+150.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.01% | 25.59%-13.6pp | 24.94%-12.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $3,599 | $3,105+15.9% | $3,870-7.0% | $2,756+30.6% |
| Participant deferral / active EE | $4,526 | $3,871+16.9% | $5,060-10.5% | $4,299+5.3% |
| Admin fee / account holder | $16,275 | $6,717+142.3% | $8,391+93.9% | $6,940+134.5% |