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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 | $204,645 | $76,407+167.8% | $150,298+36.2% | $82,448+148.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.34% | 39.99%-26.7pp | 62.79%-49.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $6,883 | $2,614+163.3% | $4,154+65.7% | $2,551+169.8% |
| Participant deferral / active EE | $5,102 | $3,214+58.7% | $5,453-6.4% | $4,139+23.3% |
| Admin fee / account holder | $5,696 | $6,352-10.3% | $14,116-59.6% | $7,234-21.3% |