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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 | $176,325 | $109,359+61.2% | $162,177+8.7% | $72,975+141.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.41% | 25.46%-3.0pp | 115.60%-93.2pp | 81.01%-58.6pp |
| Employer contribution / active EE | $4,859 | $3,907+24.4% | $5,613-13.4% | $2,440+99.1% |
| Participant deferral / active EE | $3,179 | $5,481-42.0% | $7,297-56.4% | $3,608-11.9% |
| Admin fee / account holder | $4,204 | $7,972-47.3% | $10,843-61.2% | $5,124-18.0% |