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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 | $196,838 | $77,908+152.7% | $149,696+31.5% | $75,173+161.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.52% | 31.73%-14.2pp | 134.46%-116.9pp | 160.72%-143.2pp |
| Employer contribution / active EE | $2,716 | $3,138-13.4% | $4,821-43.7% | $2,671+1.7% |
| Participant deferral / active EE | $5,354 | $3,411+57.0% | $5,682-5.8% | $4,126+29.8% |
| Admin fee / account holder | $4,203 | $5,950-29.4% | $13,212-68.2% | $5,651-25.6% |