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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 | $197,972 | $65,367+202.9% | $92,915+113.1% | $72,976+171.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.80% | 42.11%-19.3pp | 109.45%-86.6pp | 81.02%-58.2pp |
| Employer contribution / active EE | $6,094 | $2,594+134.9% | $3,653+66.8% | $2,440+149.8% |
| Participant deferral / active EE | $8,478 | $3,128+171.0% | $4,238+100.0% | $3,608+135.0% |
| Admin fee / account holder | $3,679 | $4,251-13.5% | $5,796-36.5% | $5,124-28.2% |