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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 | $78,690+160.1% | $161,489+26.7% | $87,485+133.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.34% | 32.74%-19.4pp | 89.72%-76.4pp | 26.06%-12.7pp |
| Employer contribution / active EE | $6,883 | $2,588+165.9% | $4,268+61.3% | $2,596+165.1% |
| Participant deferral / active EE | $5,102 | $3,311+54.1% | $5,630-9.4% | $4,274+19.4% |
| Admin fee / account holder | $5,696 | $6,724-15.3% | $16,006-64.4% | $7,775-26.7% |