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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 | $227,488 | $81,233+180.0% | $155,567+46.2% | $80,874+181.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 25.75% | 33.33%-7.6pp | 64.74%-39.0pp | 35.62%-9.9pp |
| Employer contribution / active EE | $5,133 | $3,101+65.5% | $4,674+9.8% | $2,756+86.3% |
| Participant deferral / active EE | $5,746 | $3,452+66.4% | $5,628+2.1% | $4,297+33.7% |
| Admin fee / account holder | $5,243 | $7,998-34.4% | $15,916-67.1% | $6,935-24.4% |