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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 | $235,085 | $81,233+189.4% | $155,567+51.1% | $80,874+190.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.86% | 33.33%-15.5pp | 64.74%-46.9pp | 35.62%-17.8pp |
| Employer contribution / active EE | $5,918 | $3,101+90.8% | $4,674+26.6% | $2,756+114.7% |
| Participant deferral / active EE | $5,227 | $3,452+51.4% | $5,628-7.1% | $4,297+21.7% |
| Admin fee / account holder | $3,681 | $7,998-54.0% | $15,916-76.9% | $6,935-46.9% |