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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 | $196,407 | $81,276+141.7% | $155,574+26.2% | $80,925+142.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.56% | 33.36%-14.8pp | 64.87%-46.3pp | 35.65%-17.1pp |
| Employer contribution / active EE | $5,430 | $3,103+75.0% | $4,676+16.1% | $2,756+97.0% |
| Participant deferral / active EE | $5,076 | $3,453+47.0% | $5,629-9.8% | $4,299+18.1% |
| Admin fee / account holder | $6,261 | $7,993-21.7% | $15,914-60.7% | $6,940-9.8% |