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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 | $184,136 | $93,598+96.7% | $135,974+35.4% | $75,173+144.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.37% | 30.89%-9.5pp | 68.30%-46.9pp | 160.72%-139.4pp |
| Employer contribution / active EE | $3,474 | $3,538-1.8% | $4,859-28.5% | $2,671+30.1% |
| Participant deferral / active EE | $10,734 | $6,405+67.6% | $7,760+38.3% | $4,126+160.1% |
| Admin fee / account holder | $2,426 | $6,978-65.2% | $10,767-77.5% | $5,651-57.1% |