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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 | $199,660 | $87,106+129.2% | $105,607+89.1% | $80,935+146.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 17.20% | 17.01%+0.2pp | 116.11%-98.9pp | 35.66%-18.5pp |
| Employer contribution / active EE | $5,618 | $2,396+134.5% | $3,167+77.4% | $2,757+103.8% |
| Participant deferral / active EE | $13,647 | $3,986+242.4% | $5,011+172.3% | $4,299+217.4% |
| Admin fee / account holder | $6,734 | $8,447-20.3% | $10,958-38.5% | $6,924-2.7% |