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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 | $158,541 | $78,670+101.5% | $109,173+45.2% | $85,847+84.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.57% | 25.09%-13.5pp | 25.75%-14.2pp | 318.61%-307.0pp |
| Employer contribution / active EE | $3,025 | $2,734+10.7% | $3,723-18.7% | $2,565+17.9% |
| Participant deferral / active EE | $3,415 | $3,467-1.5% | $4,654-26.6% | $3,952-13.6% |
| Admin fee / account holder | $10,210 | $5,469+86.7% | $6,755+51.2% | $6,261+63.1% |