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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 | $171,436 | $77,908+120.0% | $149,696+14.5% | $75,173+128.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.86% | 31.73%-14.9pp | 134.46%-117.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $6,063 | $3,138+93.2% | $4,821+25.8% | $2,671+127.0% |
| Participant deferral / active EE | $6,123 | $3,411+79.5% | $5,682+7.8% | $4,126+48.4% |
| Admin fee / account holder | $6,424 | $5,950+8.0% | $13,212-51.4% | $5,651+13.7% |