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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 | $225,595 | $77,901+189.6% | $149,717+50.7% | $75,181+200.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.62% | 31.73%-16.1pp | 134.41%-118.8pp | 160.69%-145.1pp |
| Employer contribution / active EE | $3,706 | $3,137+18.1% | $4,820-23.1% | $2,671+38.8% |
| Participant deferral / active EE | $6,279 | $3,411+84.1% | $5,682+10.5% | $4,126+52.2% |
| Admin fee / account holder | $3,138 | $5,949-47.3% | $13,213-76.2% | $5,650-44.5% |