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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 | $198,800 | $70,418+182.3% | $96,570+105.9% | $85,847+131.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.84% | 18.59%-5.8pp | 37.79%-25.0pp | 318.61%-305.8pp |
| Employer contribution / active EE | $6,681 | $1,413+372.8% | $2,357+183.4% | $2,565+160.4% |
| Participant deferral / active EE | $3,612 | $2,894+24.8% | $3,849-6.2% | $3,952-8.6% |
| Admin fee / account holder | $1,943 | $4,995-61.1% | $6,182-68.6% | $6,261-69.0% |