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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 | $210,412 | $77,908+170.1% | $149,696+40.6% | $75,173+179.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.17% | 31.73%-16.6pp | 134.46%-119.3pp | 160.72%-145.6pp |
| Employer contribution / active EE | $3,331 | $3,138+6.2% | $4,821-30.9% | $2,671+24.7% |
| Participant deferral / active EE | $7,096 | $3,411+108.0% | $5,682+24.9% | $4,126+72.0% |
| Admin fee / account holder | $4,357 | $5,950-26.8% | $13,212-67.0% | $5,651-22.9% |