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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 | $177,119 | $91,198+94.2% | $178,503-0.8% | $79,856+121.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.96% | 24.20%-5.2pp | 151.12%-132.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,801 | $3,257-14.0% | $5,011-44.1% | $2,471+13.3% |
| Participant deferral / active EE | $6,812 | $3,237+110.5% | $5,202+30.9% | $3,741+82.1% |
| Admin fee / account holder | $1,845 | $6,748-72.7% | $13,987-86.8% | $5,306-65.2% |