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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 | $234,803 | $78,690+198.4% | $161,489+45.4% | $87,485+168.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.91% | 32.74%-19.8pp | 89.72%-76.8pp | 26.06%-13.1pp |
| Employer contribution / active EE | $4,273 | $2,588+65.1% | $4,268+0.1% | $2,596+64.6% |
| Participant deferral / active EE | $4,943 | $3,311+49.3% | $5,630-12.2% | $4,274+15.7% |
| Admin fee / account holder | $4,733 | $6,724-29.6% | $16,006-70.4% | $7,775-39.1% |