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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 | $228,620 | $73,988+209.0% | $96,538+136.8% | $75,177+204.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.81% | 26.73%-11.9pp | 35.74%-20.9pp | 160.75%-145.9pp |
| Employer contribution / active EE | $7,817 | $2,930+166.8% | $3,740+109.0% | $2,671+192.7% |
| Participant deferral / active EE | $9,954 | $3,660+171.9% | $4,880+104.0% | $4,126+141.2% |
| Admin fee / account holder | $3,151 | $5,220-39.6% | $6,737-53.2% | $5,651-44.3% |