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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 | $221,167 | $76,407+189.5% | $150,298+47.2% | $82,448+168.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.63% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $5,937 | $2,614+127.1% | $4,154+42.9% | $2,551+132.7% |
| Participant deferral / active EE | $6,311 | $3,214+96.3% | $5,453+15.7% | $4,139+52.5% |
| Admin fee / account holder | $3,095 | $6,352-51.3% | $14,116-78.1% | $7,234-57.2% |