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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 | $210,652 | $81,358+158.9% | $155,556+35.4% | $80,959+160.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.55% | 33.39%-19.8pp | 64.84%-51.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,667 | $3,106-14.2% | $4,675-43.0% | $2,757-3.3% |
| Participant deferral / active EE | $4,319 | $3,455+25.0% | $5,631-23.3% | $4,300+0.4% |
| Admin fee / account holder | $962 | $7,994-88.0% | $15,885-93.9% | $6,925-86.1% |