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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 | $78,690+181.1% | $161,489+37.0% | $87,485+152.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 15.63% | 32.74%-17.1pp | 89.72%-74.1pp | 26.06%-10.4pp |
| Employer contribution / active EE | $5,937 | $2,588+129.4% | $4,268+39.1% | $2,596+128.7% |
| Participant deferral / active EE | $6,311 | $3,311+90.6% | $5,630+12.1% | $4,274+47.7% |
| Admin fee / account holder | $3,095 | $6,724-54.0% | $16,006-80.7% | $7,775-60.2% |