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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 | $189,871 | $58,523+224.4% | $99,479+90.9% | $72,976+160.2% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 17.90% | 28.51%-10.6pp | 30.72%-12.8pp | 81.02%-63.1pp |
| Employer contribution / active EE | $8,705 | $1,512+475.8% | $2,540+242.7% | $2,440+256.8% |
| Participant deferral / active EE | $2,713 | $2,606+4.1% | $3,619-25.0% | $3,608-24.8% |
| Admin fee / account holder | $2,238 | $4,102-45.4% | $6,253-64.2% | $5,124-56.3% |