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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 | $163,298 | $84,236+93.9% | $170,435-4.2% | $70,126+132.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.42% | 23.06%-5.6pp | 205.94%-188.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $4,345 | $3,387+28.3% | $5,432-20.0% | $2,343+85.5% |
| Participant deferral / active EE | $3,496 | $3,086+13.3% | $4,939-29.2% | $3,332+4.9% |
| Admin fee / account holder | $2,824 | $5,698-50.4% | $13,881-79.7% | $4,645-39.2% |