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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 | $165,377 | $125,797+31.5% | $170,043-2.7% | $75,173+120.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.17% | 27.20%-8.0pp | 53.40%-34.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $6,624 | $4,616+43.5% | $6,790-2.4% | $2,671+148.0% |
| Participant deferral / active EE | $5,098 | $6,838-25.5% | $10,410-51.0% | $4,126+23.5% |
| Admin fee / account holder | $5,974 | $8,177-26.9% | $12,824-53.4% | $5,651+5.7% |