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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 | $229,227 | $77,814+194.6% | $158,223+44.9% | $86,983+163.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 18.69% | 30.54%-11.9pp | 52.09%-33.4pp | 25.83%-7.1pp |
| Employer contribution / active EE | $7,324 | $2,592+182.5% | $4,109+78.2% | $2,584+183.4% |
| Participant deferral / active EE | $7,195 | $3,270+120.1% | $5,467+31.6% | $4,194+71.6% |
| Admin fee / account holder | $8,804 | $5,879+49.8% | $16,047-45.1% | $7,856+12.1% |