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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 | $214,496 | $76,407+180.7% | $150,298+42.7% | $82,448+160.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.08% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $8,248 | $2,614+215.5% | $4,154+98.6% | $2,551+223.3% |
| Participant deferral / active EE | $6,374 | $3,214+98.3% | $5,453+16.9% | $4,139+54.0% |
| Admin fee / account holder | $3,915 | $6,352-38.4% | $14,116-72.3% | $7,234-45.9% |