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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 | $203,656 | $87,878+131.7% | $97,411+109.1% | $82,637+146.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 15.37% | 54.63%-39.3pp | 34.72%-19.3pp | 53.51%-38.1pp |
| Employer contribution / active EE | $4,303 | $3,800+13.2% | $4,210+2.2% | $2,552+68.6% |
| Participant deferral / active EE | $7,872 | $5,525+42.5% | $5,886+33.7% | $4,126+90.8% |
| Admin fee / account holder | $24,247 | $6,743+259.6% | $7,145+239.4% | $7,339+230.4% |