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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 | $171,023 | $77,920+119.5% | $149,723+14.2% | $75,177+127.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.53% | 31.72%-7.2pp | 134.50%-110.0pp | 160.75%-136.2pp |
| Employer contribution / active EE | $4,161 | $3,138+32.6% | $4,821-13.7% | $2,671+55.8% |
| Participant deferral / active EE | $5,158 | $3,411+51.2% | $5,682-9.2% | $4,126+25.0% |
| Admin fee / account holder | $3,092 | $5,951-48.0% | $13,215-76.6% | $5,651-45.3% |