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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 | $197,096 | $81,331+142.3% | $155,534+26.7% | $80,935+143.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.81% | 33.37%-16.6pp | 64.92%-48.1pp | 35.66%-18.8pp |
| Employer contribution / active EE | $4,843 | $3,105+56.0% | $4,675+3.6% | $2,757+75.7% |
| Participant deferral / active EE | $4,216 | $3,454+22.1% | $5,630-25.1% | $4,299-1.9% |
| Admin fee / account holder | $3,276 | $7,999-59.0% | $15,900-79.4% | $6,924-52.7% |