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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 | $187,223 | $91,198+105.3% | $178,503+4.9% | $79,856+134.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.13% | 24.20%-8.1pp | 151.12%-135.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $4,928 | $3,257+51.3% | $5,011-1.7% | $2,471+99.4% |
| Participant deferral / active EE | $4,236 | $3,237+30.9% | $5,202-18.6% | $3,741+13.2% |
| Admin fee / account holder | $1,070 | $6,748-84.1% | $13,987-92.3% | $5,306-79.8% |