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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 | $227,378 | $123,000+84.9% | $105,582+115.4% | $198,609+14.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 13.03% | 18.31%-5.3pp | 18.61%-5.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $7,444 | $3,582+107.8% | $2,984+149.5% | $5,055+47.2% |
| Participant deferral / active EE | $2,985 | $5,013-40.4% | $4,353-31.4% | $6,977-57.2% |
| Admin fee / account holder | $11,667 | $16,254-28.2% | $12,856-9.3% | $19,030-38.7% |