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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 | $195,490 | $76,407+155.9% | $150,298+30.1% | $82,448+137.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.81% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $8,391 | $2,614+221.0% | $4,154+102.0% | $2,551+228.9% |
| Participant deferral / active EE | $6,668 | $3,214+107.4% | $5,453+22.3% | $4,139+61.1% |
| Admin fee / account holder | $1,159 | $6,352-81.8% | $14,116-91.8% | $7,234-84.0% |