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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 | $184,798 | $76,407+141.9% | $150,298+23.0% | $82,448+124.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.97% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $8,687 | $2,614+232.3% | $4,154+109.1% | $2,551+240.6% |
| Participant deferral / active EE | $5,384 | $3,214+67.5% | $5,453-1.3% | $4,139+30.1% |
| Admin fee / account holder | $3,706 | $6,352-41.7% | $14,116-73.7% | $7,234-48.8% |