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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 | $208,527 | $87,166+139.2% | $76,735+171.8% | $137,256+51.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.96% | 26.50%-11.5pp | 29.77%-14.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $31,070 | $2,904+969.8% | $2,454+1166.0% | $4,156+647.6% |
| Participant deferral / active EE | $3,932 | $4,726-16.8% | $4,088-3.8% | $6,407-38.6% |
| Admin fee / account holder | $1,869 | $8,403-77.8% | $7,189-74.0% | $12,270-84.8% |