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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 | $188,301 | $78,690+139.3% | $161,489+16.6% | $87,485+115.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 16.31% | 32.74%-16.4pp | 89.72%-73.4pp | 26.06%-9.7pp |
| Employer contribution / active EE | $5,779 | $2,588+123.3% | $4,268+35.4% | $2,596+122.6% |
| Participant deferral / active EE | $3,356 | $3,311+1.4% | $5,630-40.4% | $4,274-21.5% |
| Admin fee / account holder | $2,058 | $6,724-69.4% | $16,006-87.1% | $7,775-73.5% |