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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 | $179,380 | $76,407+134.8% | $150,298+19.3% | $82,448+117.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.36% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $5,282 | $2,614+102.0% | $4,154+27.1% | $2,551+107.0% |
| Participant deferral / active EE | $7,446 | $3,214+131.6% | $5,453+36.6% | $4,139+79.9% |
| Admin fee / account holder | $601 | $6,352-90.5% | $14,116-95.7% | $7,234-91.7% |