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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 | $206,408 | $89,370+131.0% | $141,197+46.2% | $72,976+182.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.91% | 111.88%-92.0pp | 71.41%-51.5pp | 81.02%-61.1pp |
| Employer contribution / active EE | $4,387 | $3,115+40.8% | $4,736-7.4% | $2,440+79.8% |
| Participant deferral / active EE | $5,698 | $5,419+5.1% | $6,710-15.1% | $3,608+57.9% |
| Admin fee / account holder | $2,166 | $5,957-63.6% | $10,265-78.9% | $5,124-57.7% |