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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 | $191,214 | $81,331+135.1% | $155,534+22.9% | $80,935+136.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.30% | 33.37%-20.1pp | 64.92%-51.6pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,493 | $3,105-19.7% | $4,675-46.7% | $2,757-9.6% |
| Participant deferral / active EE | $4,477 | $3,454+29.6% | $5,630-20.5% | $4,299+4.1% |
| Admin fee / account holder | $33,164 | $7,999+314.6% | $15,900+108.6% | $6,924+378.9% |