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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 | $192,236 | $103,393+85.9% | $87,103+120.7% | $152,909+25.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.19% | 28.10%-5.9pp | 28.19%-6.0pp | 345.46%-323.3pp |
| Employer contribution / active EE | $4,518 | $3,221+40.2% | $2,521+79.2% | $4,764-5.2% |
| Participant deferral / active EE | $6,076 | $4,778+27.2% | $4,049+50.1% | $5,851+3.8% |
| Admin fee / account holder | $2,940 | $12,195-75.9% | $7,491-60.8% | $11,601-74.7% |