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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 | $81,276+159.2% | $155,574+35.4% | $80,925+160.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.55% | 33.36%-19.8pp | 64.87%-51.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $2,667 | $3,103-14.1% | $4,676-43.0% | $2,756-3.2% |
| Participant deferral / active EE | $4,319 | $3,453+25.1% | $5,629-23.3% | $4,299+0.5% |
| Admin fee / account holder | $962 | $7,993-88.0% | $15,914-94.0% | $6,940-86.1% |