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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 | $81,358+101.8% | $155,556+5.6% | $80,959+102.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.63% | 33.39%-20.8pp | 64.84%-52.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $4,528 | $3,106+45.8% | $4,675-3.1% | $2,757+64.2% |
| Participant deferral / active EE | $11,938 | $3,455+245.5% | $5,631+112.0% | $4,300+177.6% |
| Admin fee / account holder | $4,554 | $7,994-43.0% | $15,885-71.3% | $6,925-34.2% |