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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 | $173,656 | $91,198+90.4% | $178,503-2.7% | $79,856+117.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.66% | 24.20%-9.5pp | 151.12%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $5,275 | $3,257+62.0% | $5,011+5.3% | $2,471+113.5% |
| Participant deferral / active EE | $3,140 | $3,237-3.0% | $5,202-39.6% | $3,741-16.0% |
| Admin fee / account holder | $4,515 | $6,748-33.1% | $13,987-67.7% | $5,306-14.9% |