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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 | $81,331+101.9% | $155,534+5.6% | $80,935+102.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.63% | 33.37%-20.7pp | 64.92%-52.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $4,528 | $3,105+45.9% | $4,675-3.1% | $2,757+64.3% |
| Participant deferral / active EE | $11,938 | $3,454+245.6% | $5,630+112.0% | $4,299+177.7% |
| Admin fee / account holder | $4,554 | $7,999-43.1% | $15,900-71.4% | $6,924-34.2% |