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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 | $184,460 | $77,920+136.7% | $149,723+23.2% | $75,177+145.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.09% | 31.72%-15.6pp | 134.50%-118.4pp | 160.75%-144.7pp |
| Employer contribution / active EE | $3,715 | $3,138+18.4% | $4,821-22.9% | $2,671+39.1% |
| Participant deferral / active EE | $8,321 | $3,411+143.9% | $5,682+46.4% | $4,126+101.6% |
| Admin fee / account holder | $2,278 | $5,951-61.7% | $13,215-82.8% | $5,651-59.7% |