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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 | $165,588 | $81,208+103.9% | $98,920+67.4% | $79,852+107.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.03% | 60.99%-48.0pp | 196.47%-183.4pp | 31.72%-18.7pp |
| Employer contribution / active EE | $2,043 | $1,960+4.2% | $2,689-24.0% | $2,471-17.3% |
| Participant deferral / active EE | $5,008 | $3,265+53.4% | $4,245+18.0% | $3,740+33.9% |
| Admin fee / account holder | $4,288 | $6,013-28.7% | $6,643-35.4% | $5,306-19.2% |