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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 | $226,436 | $81,331+178.4% | $155,534+45.6% | $80,935+179.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 20.15% | 33.37%-13.2pp | 64.92%-44.8pp | 35.66%-15.5pp |
| Employer contribution / active EE | $5,838 | $3,105+88.0% | $4,675+24.9% | $2,757+111.8% |
| Participant deferral / active EE | $5,612 | $3,454+62.5% | $5,630-0.3% | $4,299+30.5% |
| Admin fee / account holder | $2,833 | $7,999-64.6% | $15,900-82.2% | $6,924-59.1% |