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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 | $216,063 | $99,994+116.1% | $146,643+47.3% | $85,847+151.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.96% | 18.93%-5.0pp | 22.75%-8.8pp | 318.61%-304.6pp |
| Employer contribution / active EE | $2,205 | $2,559-13.9% | $4,137-46.7% | $2,565-14.1% |
| Participant deferral / active EE | $7,193 | $4,006+79.5% | $5,506+30.6% | $3,952+82.0% |
| Admin fee / account holder | $1,512 | $7,703-80.4% | $10,280-85.3% | $6,261-75.9% |