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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 | $175,742 | $77,814+125.9% | $158,223+11.1% | $86,983+102.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 15.43% | 30.54%-15.1pp | 52.09%-36.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $3,856 | $2,592+48.8% | $4,109-6.1% | $2,584+49.2% |
| Participant deferral / active EE | $5,037 | $3,270+54.1% | $5,467-7.9% | $4,194+20.1% |
| Admin fee / account holder | $3,658 | $5,879-37.8% | $16,047-77.2% | $7,856-53.4% |