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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 | $197,238 | $76,407+158.1% | $150,298+31.2% | $82,448+139.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 20.79% | 39.99%-19.2pp | 62.79%-42.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $7,292 | $2,614+178.9% | $4,154+75.5% | $2,551+185.8% |
| Participant deferral / active EE | $4,057 | $3,214+26.2% | $5,453-25.6% | $4,139-2.0% |
| Admin fee / account holder | $1,091 | $6,352-82.8% | $14,116-92.3% | $7,234-84.9% |