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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 | $199,885 | $81,276+145.9% | $155,574+28.5% | $80,925+147.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.74% | 33.36%-20.6pp | 64.87%-52.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $2,248 | $3,103-27.6% | $4,676-51.9% | $2,756-18.4% |
| Participant deferral / active EE | $6,030 | $3,453+74.6% | $5,629+7.1% | $4,299+40.3% |
| Admin fee / account holder | $5,041 | $7,993-36.9% | $15,914-68.3% | $6,940-27.4% |