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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 | $164,207 | $81,276+102.0% | $155,574+5.5% | $80,925+102.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.63% | 33.36%-20.7pp | 64.87%-52.2pp | 35.65%-23.0pp |
| Employer contribution / active EE | $4,528 | $3,103+45.9% | $4,676-3.2% | $2,756+64.3% |
| Participant deferral / active EE | $11,938 | $3,453+245.7% | $5,629+112.1% | $4,299+177.7% |
| Admin fee / account holder | $4,554 | $7,993-43.0% | $15,914-71.4% | $6,940-34.4% |