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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 | $165,170 | $80,983+104.0% | $96,544+71.1% | $75,177+119.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.31% | 27.05%-12.7pp | 25.88%-11.6pp | 160.75%-146.4pp |
| Employer contribution / active EE | $5,518 | $2,282+141.7% | $2,966+86.0% | $2,671+106.6% |
| Participant deferral / active EE | $6,798 | $3,929+73.0% | $4,851+40.1% | $4,126+64.7% |
| Admin fee / account holder | $4,684 | $6,717-30.3% | $8,254-43.3% | $5,651-17.1% |