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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 | $198,565 | $91,037+118.1% | $71,671+177.0% | $147,586+34.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.49% | 20.48%-2.0pp | 20.65%-2.2pp | 578.59%-560.1pp |
| Employer contribution / active EE | $1,100 | $3,327-66.9% | $2,460-55.3% | $4,876-77.4% |
| Participant deferral / active EE | $3,545 | $4,498-21.2% | $3,438+3.1% | $5,439-34.8% |
| Admin fee / account holder | $2,116 | $8,613-75.4% | $5,558-61.9% | $10,886-80.6% |