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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 | $215,681 | $112,729+91.3% | $98,716+118.5% | $137,256+57.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.33% | 38.48%-25.2pp | 31.81%-18.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,602 | $2,725+32.2% | $2,279+58.1% | $4,156-13.3% |
| Participant deferral / active EE | $9,090 | $4,640+95.9% | $4,048+124.6% | $6,407+41.9% |
| Admin fee / account holder | $5,313 | $10,129-47.5% | $8,703-38.9% | $12,270-56.7% |