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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 | $181,651 | $81,276+123.5% | $155,574+16.8% | $80,925+124.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.69% | 33.36%-21.7pp | 64.87%-53.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $8,797 | $3,103+183.5% | $4,676+88.1% | $2,756+219.1% |
| Participant deferral / active EE | $3,227 | $3,453-6.6% | $5,629-42.7% | $4,299-24.9% |
| Admin fee / account holder | $2,392 | $7,993-70.1% | $15,914-85.0% | $6,940-65.5% |