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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 | $163,807 | $64,359+154.5% | $90,161+81.7% | $70,126+133.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.38% | 28.13%-9.8pp | 34.89%-16.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,942 | $2,046-5.1% | $3,318-41.5% | $2,343-17.1% |
| Participant deferral / active EE | $8,336 | $4,389+89.9% | $5,287+57.7% | $3,332+150.2% |
| Admin fee / account holder | $4,493 | $3,945+13.9% | $5,943-24.4% | $4,645-3.3% |