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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 | $201,022 | $77,901+158.0% | $149,717+34.3% | $75,181+167.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.29% | 31.73%-12.4pp | 134.41%-115.1pp | 160.69%-141.4pp |
| Employer contribution / active EE | $6,132 | $3,137+95.4% | $4,820+27.2% | $2,671+129.6% |
| Participant deferral / active EE | $4,552 | $3,411+33.5% | $5,682-19.9% | $4,126+10.3% |
| Admin fee / account holder | $885 | $5,949-85.1% | $13,213-93.3% | $5,650-84.3% |