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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 | $197,986 | $77,920+154.1% | $149,723+32.2% | $75,177+163.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.72% | 31.72%-18.0pp | 134.50%-120.8pp | 160.75%-147.0pp |
| Employer contribution / active EE | $5,268 | $3,138+67.8% | $4,821+9.3% | $2,671+97.2% |
| Participant deferral / active EE | $3,702 | $3,411+8.5% | $5,682-34.9% | $4,126-10.3% |
| Admin fee / account holder | $781 | $5,951-86.9% | $13,215-94.1% | $5,651-86.2% |