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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 | $214,096 | $95,383+124.5% | $185,837+15.2% | $85,856+149.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.46% | 23.59%-6.1pp | 122.08%-104.6pp | 318.58%-301.1pp |
| Employer contribution / active EE | $3,215 | $3,313-3.0% | $5,168-37.8% | $2,565+25.3% |
| Participant deferral / active EE | $3,201 | $3,423-6.5% | $5,568-42.5% | $3,952-19.0% |
| Admin fee / account holder | $8,798 | $7,213+22.0% | $16,241-45.8% | $6,261+40.5% |