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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 | $81,276+135.3% | $155,574+22.9% | $80,925+136.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.30% | 33.36%-20.1pp | 64.87%-51.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $2,493 | $3,103-19.7% | $4,676-46.7% | $2,756-9.6% |
| Participant deferral / active EE | $4,477 | $3,453+29.7% | $5,629-20.5% | $4,299+4.2% |
| Admin fee / account holder | $33,164 | $7,993+314.9% | $15,914+108.4% | $6,940+377.9% |