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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 | $225,640 | $76,407+195.3% | $150,298+50.1% | $82,448+173.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 20.92% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.7pp |
| Employer contribution / active EE | $6,661 | $2,614+154.8% | $4,154+60.4% | $2,551+161.1% |
| Participant deferral / active EE | $5,391 | $3,214+67.7% | $5,453-1.1% | $4,139+30.2% |
| Admin fee / account holder | $6,039 | $6,352-4.9% | $14,116-57.2% | $7,234-16.5% |