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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 | $212,223 | $89,370+137.5% | $141,197+50.3% | $72,976+190.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.29% | 111.88%-87.6pp | 71.41%-47.1pp | 81.02%-56.7pp |
| Employer contribution / active EE | $2,757 | $3,115-11.5% | $4,736-41.8% | $2,440+13.0% |
| Participant deferral / active EE | $6,289 | $5,419+16.1% | $6,710-6.3% | $3,608+74.3% |
| Admin fee / account holder | $9,496 | $5,957+59.4% | $10,265-7.5% | $5,124+85.3% |