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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 | $158,290 | $87,132+81.7% | $105,624+49.9% | $80,959+95.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 17.51% | 17.03%+0.5pp | 116.20%-98.7pp | 35.67%-18.2pp |
| Employer contribution / active EE | $5,441 | $2,397+127.0% | $3,168+71.8% | $2,757+97.4% |
| Participant deferral / active EE | $4,955 | $3,985+24.3% | $5,013-1.1% | $4,300+15.2% |
| Admin fee / account holder | $6,560 | $8,449-22.4% | $10,961-40.1% | $6,925-5.3% |