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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 | $180,147 | $98,776+82.4% | $149,745+20.3% | $79,856+125.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.73% | 27.38%-10.6pp | 276.72%-260.0pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,541 | $3,217+10.1% | $4,646-23.8% | $2,471+43.3% |
| Participant deferral / active EE | $4,751 | $5,681-16.4% | $6,843-30.6% | $3,741+27.0% |
| Admin fee / account holder | $8,782 | $6,053+45.1% | $9,312-5.7% | $5,306+65.5% |