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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 | $161,249 | $89,370+80.4% | $141,197+14.2% | $72,976+121.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.88% | 111.88%-89.0pp | 71.41%-48.5pp | 81.02%-58.1pp |
| Employer contribution / active EE | $2,652 | $3,115-14.9% | $4,736-44.0% | $2,440+8.7% |
| Participant deferral / active EE | $6,891 | $5,419+27.2% | $6,710+2.7% | $3,608+91.0% |
| Admin fee / account holder | $2,013 | $5,957-66.2% | $10,265-80.4% | $5,124-60.7% |