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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 | $161,900 | $98,776+63.9% | $149,745+8.1% | $79,856+102.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.16% | 27.38%-12.2pp | 276.72%-261.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $4,603 | $3,217+43.1% | $4,646-0.9% | $2,471+86.3% |
| Participant deferral / active EE | $12,728 | $5,681+124.0% | $6,843+86.0% | $3,741+240.3% |
| Admin fee / account holder | $1,057 | $6,053-82.5% | $9,312-88.6% | $5,306-80.1% |