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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 | $204,998 | $123,793+65.6% | $177,848+15.3% | $79,856+156.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.35% | 22.82%-7.5pp | 48.33%-33.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $5,145 | $4,095+25.6% | $5,919-13.1% | $2,471+108.2% |
| Participant deferral / active EE | $4,144 | $5,956-30.4% | $7,714-46.3% | $3,741+10.8% |
| Admin fee / account holder | $35,677 | $7,243+392.6% | $12,431+187.0% | $5,306+572.3% |