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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 | $169,162 | $71,057+138.1% | $93,654+80.6% | $80,874+109.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 17.20% | 11.26%+5.9pp | 133.34%-116.1pp | 35.62%-18.4pp |
| Employer contribution / active EE | $4,952 | $1,564+216.6% | $2,421+104.5% | $2,756+79.7% |
| Participant deferral / active EE | $4,133 | $4,034+2.4% | $4,413-6.3% | $4,297-3.8% |
| Admin fee / account holder | $2,768 | $6,944-60.1% | $8,282-66.6% | $6,935-60.1% |