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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 | $199,499 | $89,370+123.2% | $141,197+41.3% | $72,976+173.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.20% | 111.88%-92.7pp | 71.41%-52.2pp | 81.02%-61.8pp |
| Employer contribution / active EE | $674 | $3,115-78.4% | $4,736-85.8% | $2,440-72.4% |
| Participant deferral / active EE | $4,068 | $5,419-24.9% | $6,710-39.4% | $3,608+12.7% |
| Admin fee / account holder | $16,694 | $5,957+180.3% | $10,265+62.6% | $5,124+225.8% |