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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 | $220,422 | $97,125+126.9% | $86,233+155.6% | $137,256+60.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.11% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,207 | $2,841-22.3% | $2,504-11.9% | $4,156-46.9% |
| Participant deferral / active EE | $3,477 | $5,180-32.9% | $4,559-23.7% | $6,407-45.7% |
| Admin fee / account holder | $7,119 | $9,725-26.8% | $8,342-14.7% | $12,270-42.0% |