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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 | $99,053+110.3% | $88,179+136.3% | $138,895+50.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 18.18% | 78.17%-60.0pp | 64.97%-46.8pp | 145.39%-127.2pp |
| Employer contribution / active EE | $3,313 | $2,882+15.0% | $2,549+30.0% | $4,194-21.0% |
| Participant deferral / active EE | $6,304 | $5,225+20.6% | $4,614+36.6% | $6,396-1.4% |
| Admin fee / account holder | $1,720 | $8,748-80.3% | $7,673-77.6% | $12,562-86.3% |