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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 | $231,884 | $88,672+161.5% | $105,223+120.4% | $82,448+181.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 30.95% | 30.86%+0.1pp | 180.65%-149.7pp | 41.64%-10.7pp |
| Employer contribution / active EE | $6,655 | $3,048+118.3% | $3,689+80.4% | $2,551+160.9% |
| Participant deferral / active EE | $5,024 | $4,036+24.5% | $5,072-0.9% | $4,139+21.4% |
| Admin fee / account holder | $3,792 | $7,146-46.9% | $8,859-57.2% | $7,234-47.6% |