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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 | $194,851 | $61,391+217.4% | $149,723+30.1% | $71,529+172.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.81% | 35.88%-17.1pp | 134.50%-115.7pp | 28.97%-10.2pp |
| Employer contribution / active EE | $7,317 | $2,384+207.0% | $4,821+51.8% | $2,590+182.5% |
| Participant deferral / active EE | $6,546 | $2,921+124.1% | $5,682+15.2% | $4,291+52.5% |
| Admin fee / account holder | $2,595 | $1,264+105.2% | $13,215-80.4% | $1,588+63.3% |