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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 | $169,778 | $76,407+122.2% | $150,298+13.0% | $82,448+105.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.19% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $9,069 | $2,614+246.9% | $4,154+118.3% | $2,551+255.5% |
| Participant deferral / active EE | $4,546 | $3,214+41.4% | $5,453-16.6% | $4,139+9.8% |
| Admin fee / account holder | $1,767 | $6,352-72.2% | $14,116-87.5% | $7,234-75.6% |