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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 | $174,103 | $77,814+123.7% | $158,223+10.0% | $86,983+100.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 12.28% | 30.54%-18.3pp | 52.09%-39.8pp | 25.83%-13.6pp |
| Employer contribution / active EE | $5,000 | $2,592+92.9% | $4,109+21.7% | $2,584+93.5% |
| Participant deferral / active EE | $4,156 | $3,270+27.1% | $5,467-24.0% | $4,194-0.9% |
| Admin fee / account holder | $12,753 | $5,879+116.9% | $16,047-20.5% | $7,856+62.3% |