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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 | $219,391 | $81,276+169.9% | $155,574+41.0% | $80,925+171.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.93% | 33.36%-17.4pp | 64.87%-48.9pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,705 | $3,103-45.0% | $4,676-63.5% | $2,756-38.1% |
| Participant deferral / active EE | $7,557 | $3,453+118.9% | $5,629+34.2% | $4,299+75.8% |
| Admin fee / account holder | $1,935 | $7,993-75.8% | $15,914-87.8% | $6,940-72.1% |