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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 | $203,262 | $91,198+122.9% | $178,503+13.9% | $79,856+154.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.40% | 24.20%-12.8pp | 151.12%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $5,856 | $3,257+79.8% | $5,011+16.9% | $2,471+137.0% |
| Participant deferral / active EE | $4,581 | $3,237+41.5% | $5,202-11.9% | $3,741+22.5% |
| Admin fee / account holder | $14,292 | $6,748+111.8% | $13,987+2.2% | $5,306+169.3% |