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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 | $159,470 | $89,364+78.4% | $141,173+13.0% | $72,986+118.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.32% | 111.86%-84.5pp | 71.40%-44.1pp | 81.01%-53.7pp |
| Employer contribution / active EE | $3,170 | $3,115+1.8% | $4,735-33.1% | $2,440+29.9% |
| Participant deferral / active EE | $8,341 | $5,419+53.9% | $6,710+24.3% | $3,607+131.2% |
| Admin fee / account holder | $8,899 | $5,959+49.3% | $10,262-13.3% | $5,124+73.7% |