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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 | $156,887 | $108,285+44.9% | $77,552+102.3% | $158,982-1.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 9.55% | 31.69%-22.1pp | 54.82%-45.3pp | 302.99%-293.4pp |
| Employer contribution / active EE | $3,465 | $1,325+161.5% | $987+251.2% | $4,763-27.2% |
| Participant deferral / active EE | $4,686 | $2,455+90.8% | $1,861+151.8% | $5,983-21.7% |
| Admin fee / account holder | $3,234 | $3,709-12.8% | $2,859+13.1% | $11,252-71.3% |