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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 | $216,820 | $85,766+152.8% | $136,298+59.1% | $70,126+209.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.11% | 31.46%-15.3pp | 5156.27%-5140.2pp | 73.15%-57.0pp |
| Employer contribution / active EE | $7,543 | $2,966+154.3% | $4,696+60.6% | $2,343+222.0% |
| Participant deferral / active EE | $3,438 | $5,051-31.9% | $6,247-45.0% | $3,332+3.2% |
| Admin fee / account holder | $5,272 | $5,421-2.8% | $9,244-43.0% | $4,645+13.5% |