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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 | $220,807 | $73,863+198.9% | $143,797+53.6% | $68,490+222.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 6.32% | 0.91%+5.4pp | -0.04%+6.4pp | -7.85%+14.2pp |
| Employer contribution / active EE | $4,006 | $3,185+25.8% | $4,952-19.1% | $2,597+54.3% |
| Participant deferral / active EE | $5,583 | $3,385+64.9% | $5,638-1.0% | $4,028+38.6% |
| Admin fee / account holder | $2,153 | $5,756-62.6% | $14,679-85.3% | $5,403-60.2% |