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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 | $81,331+177.4% | $155,534+45.0% | $80,935+178.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.21% | 33.37%-18.2pp | 64.92%-49.7pp | 35.66%-20.4pp |
| Employer contribution / active EE | $5,138 | $3,105+65.5% | $4,675+9.9% | $2,757+86.4% |
| Participant deferral / active EE | $5,593 | $3,454+61.9% | $5,630-0.7% | $4,299+30.1% |
| Admin fee / account holder | $11,158 | $7,999+39.5% | $15,900-29.8% | $6,924+61.1% |