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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 | $185,065 | $91,198+102.9% | $178,503+3.7% | $79,856+131.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.40% | 24.20%-9.8pp | 151.12%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,907 | $3,257-10.7% | $5,011-42.0% | $2,471+17.6% |
| Participant deferral / active EE | $8,377 | $3,237+158.8% | $5,202+61.0% | $3,741+123.9% |
| Admin fee / account holder | $4,890 | $6,748-27.5% | $13,987-65.0% | $5,306-7.8% |