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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 | $163,837 | $93,617+75.0% | $135,982+20.5% | $75,177+117.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.33% | 30.89%-7.6pp | 68.32%-45.0pp | 160.75%-137.4pp |
| Employer contribution / active EE | $4,190 | $3,538+18.4% | $4,859-13.8% | $2,671+56.9% |
| Participant deferral / active EE | $10,523 | $6,406+64.3% | $7,760+35.6% | $4,126+155.0% |
| Admin fee / account holder | $585 | $6,980-91.6% | $10,767-94.6% | $5,651-89.7% |