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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 | $213,530 | $77,908+174.1% | $149,696+42.6% | $75,173+184.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.65% | 31.73%-8.1pp | 134.46%-110.8pp | 160.72%-137.1pp |
| Employer contribution / active EE | $1,837 | $3,138-41.5% | $4,821-61.9% | $2,671-31.2% |
| Participant deferral / active EE | $4,101 | $3,411+20.2% | $5,682-27.8% | $4,126-0.6% |
| Admin fee / account holder | $8,179 | $5,950+37.5% | $13,212-38.1% | $5,651+44.7% |