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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 | $168,779 | $93,617+80.3% | $135,982+24.1% | $75,177+124.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.05% | 30.89%-12.8pp | 68.32%-50.3pp | 160.75%-142.7pp |
| Employer contribution / active EE | $1,136 | $3,538-67.9% | $4,859-76.6% | $2,671-57.5% |
| Participant deferral / active EE | $11,735 | $6,406+83.2% | $7,760+51.2% | $4,126+184.4% |
| Admin fee / account holder | $21,922 | $6,980+214.1% | $10,767+103.6% | $5,651+287.9% |