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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 | $190,837 | $87,059+119.2% | $105,608+80.7% | $80,925+135.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 13.98% | 17.05%-3.1pp | 116.50%-102.5pp | 35.65%-21.7pp |
| Employer contribution / active EE | $6,342 | $2,396+164.6% | $3,167+100.3% | $2,756+130.1% |
| Participant deferral / active EE | $9,087 | $3,986+128.0% | $5,010+81.4% | $4,299+111.4% |
| Admin fee / account holder | $5,342 | $8,443-36.7% | $11,028-51.6% | $6,940-23.0% |