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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 | $225,583 | $81,276+177.6% | $155,574+45.0% | $80,925+178.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.21% | 33.36%-18.1pp | 64.87%-49.7pp | 35.65%-20.4pp |
| Employer contribution / active EE | $5,138 | $3,103+65.6% | $4,676+9.9% | $2,756+86.4% |
| Participant deferral / active EE | $5,593 | $3,453+62.0% | $5,629-0.6% | $4,299+30.1% |
| Admin fee / account holder | $11,158 | $7,993+39.6% | $15,914-29.9% | $6,940+60.8% |