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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 | $214,665 | $76,407+180.9% | $150,298+42.8% | $82,448+160.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.43% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $8,981 | $2,614+243.6% | $4,154+116.2% | $2,551+252.1% |
| Participant deferral / active EE | $6,249 | $3,214+94.4% | $5,453+14.6% | $4,139+51.0% |
| Admin fee / account holder | $2,867 | $6,352-54.9% | $14,116-79.7% | $7,234-60.4% |