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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 | $196,931 | $76,407+157.7% | $150,298+31.0% | $82,448+138.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.33% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $17,391 | $2,614+565.3% | $4,154+318.6% | $2,551+581.7% |
| Participant deferral / active EE | $9,511 | $3,214+195.9% | $5,453+74.4% | $4,139+129.8% |
| Admin fee / account holder | $5,211 | $6,352-18.0% | $14,116-63.1% | $7,234-28.0% |