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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 | $234,685 | $81,358+188.5% | $155,556+50.9% | $80,959+189.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.77% | 33.39%-20.6pp | 64.84%-52.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,393 | $3,106-23.0% | $4,675-48.8% | $2,757-13.2% |
| Participant deferral / active EE | $6,126 | $3,455+77.3% | $5,631+8.8% | $4,300+42.4% |
| Admin fee / account holder | $1,799 | $7,994-77.5% | $15,885-88.7% | $6,925-74.0% |