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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 | $156,143 | $107,421+45.4% | $182,262-14.3% | $94,015+66.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 13.88% | 21.32%-7.4pp | 140.60%-126.7pp | 17.84%-4.0pp |
| Employer contribution / active EE | $4,555 | $3,448+32.1% | $5,046-9.7% | $2,790+63.2% |
| Participant deferral / active EE | $6,676 | $6,558+1.8% | $8,276-19.3% | $4,249+57.1% |
| Admin fee / account holder | $16,207 | $8,692+86.5% | $16,712-3.0% | $8,951+81.1% |