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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 | $176,995 | $104,694+69.1% | $85,709+106.5% | $167,536+5.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.34% | 21.45%-7.1pp | 21.49%-7.2pp | 478.82%-464.5pp |
| Employer contribution / active EE | $3,877 | $3,337+16.1% | $2,619+48.0% | $4,839-19.9% |
| Participant deferral / active EE | $4,968 | $4,826+2.9% | $3,924+26.6% | $6,342-21.7% |
| Admin fee / account holder | $2,222 | $10,035-77.9% | $6,876-67.7% | $12,315-82.0% |