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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 | $183,721 | $78,690+133.5% | $161,489+13.8% | $87,485+110.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 15.28% | 32.74%-17.5pp | 89.72%-74.4pp | 26.06%-10.8pp |
| Employer contribution / active EE | $7,446 | $2,588+187.7% | $4,268+74.5% | $2,596+186.8% |
| Participant deferral / active EE | $5,065 | $3,311+53.0% | $5,630-10.0% | $4,274+18.5% |
| Admin fee / account holder | $7,724 | $6,724+14.9% | $16,006-51.7% | $7,775-0.7% |