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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 | $208,356 | $97,125+114.5% | $86,233+141.6% | $137,256+51.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.18% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,313 | $2,841+16.6% | $2,504+32.3% | $4,156-20.3% |
| Participant deferral / active EE | $6,304 | $5,180+21.7% | $4,559+38.3% | $6,407-1.6% |
| Admin fee / account holder | $1,720 | $9,725-82.3% | $8,342-79.4% | $12,270-86.0% |