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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 | $78,690+186.7% | $161,489+39.7% | $87,485+157.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 20.92% | 32.74%-11.8pp | 89.72%-68.8pp | 26.06%-5.1pp |
| Employer contribution / active EE | $6,661 | $2,588+157.4% | $4,268+56.1% | $2,596+156.6% |
| Participant deferral / active EE | $5,391 | $3,311+62.8% | $5,630-4.2% | $4,274+26.2% |
| Admin fee / account holder | $6,039 | $6,724-10.2% | $16,006-62.3% | $7,775-22.3% |