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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 | $71,230+137.5% | $93,727+80.5% | $80,959+108.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 17.20% | 11.26%+5.9pp | 133.83%-116.6pp | 35.67%-18.5pp |
| Employer contribution / active EE | $4,952 | $1,565+216.3% | $2,421+104.5% | $2,757+79.6% |
| Participant deferral / active EE | $4,133 | $4,037+2.4% | $4,417-6.4% | $4,300-3.9% |
| Admin fee / account holder | $2,768 | $6,961-60.2% | $8,292-66.6% | $6,925-60.0% |