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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 | $192,510 | $77,920+147.1% | $149,723+28.6% | $75,177+156.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.96% | 31.72%-12.8pp | 134.50%-115.5pp | 160.75%-141.8pp |
| Employer contribution / active EE | $6,637 | $3,138+111.5% | $4,821+37.7% | $2,671+148.5% |
| Participant deferral / active EE | $4,569 | $3,411+33.9% | $5,682-19.6% | $4,126+10.7% |
| Admin fee / account holder | $1,175 | $5,951-80.3% | $13,215-91.1% | $5,651-79.2% |