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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 | $241,200 | $95,453+152.7% | $112,040+115.3% | $82,448+192.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.35% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $4,048 | $2,318+74.6% | $2,954+37.0% | $2,551+58.7% |
| Participant deferral / active EE | $5,292 | $4,224+25.3% | $5,098+3.8% | $4,139+27.8% |
| Admin fee / account holder | $1,792 | $9,013-80.1% | $12,098-85.2% | $7,234-75.2% |