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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 | $198,029 | $81,276+143.7% | $155,574+27.3% | $80,925+144.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.69% | 33.36%-17.7pp | 64.87%-49.2pp | 35.65%-20.0pp |
| Employer contribution / active EE | $9,459 | $3,103+204.8% | $4,676+102.3% | $2,756+243.2% |
| Participant deferral / active EE | $6,985 | $3,453+102.3% | $5,629+24.1% | $4,299+62.5% |
| Admin fee / account holder | $8,248 | $7,993+3.2% | $15,914-48.2% | $6,940+18.8% |