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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 | $214,993 | $81,276+164.5% | $155,574+38.2% | $80,925+165.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.65% | 33.36%-21.7pp | 64.87%-53.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $10,051 | $3,103+223.9% | $4,676+115.0% | $2,756+264.7% |
| Participant deferral / active EE | $5,312 | $3,453+53.8% | $5,629-5.6% | $4,299+23.6% |
| Admin fee / account holder | $4,813 | $7,993-39.8% | $15,914-69.8% | $6,940-30.7% |