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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 | $170,054 | $81,276+109.2% | $155,574+9.3% | $80,925+110.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.52% | 33.36%-19.8pp | 64.87%-51.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $5,644 | $3,103+81.9% | $4,676+20.7% | $2,756+104.8% |
| Participant deferral / active EE | $8,468 | $3,453+145.2% | $5,629+50.4% | $4,299+97.0% |
| Admin fee / account holder | $1,221 | $7,993-84.7% | $15,914-92.3% | $6,940-82.4% |