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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 | $160,116 | $125,797+27.3% | $170,043-5.8% | $75,173+113.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.25% | 27.20%-11.9pp | 53.40%-38.1pp | 160.72%-145.5pp |
| Employer contribution / active EE | $4,711 | $4,616+2.1% | $6,790-30.6% | $2,671+76.4% |
| Participant deferral / active EE | $9,325 | $6,838+36.4% | $10,410-10.4% | $4,126+126.0% |
| Admin fee / account holder | $2,270 | $8,177-72.2% | $12,824-82.3% | $5,651-59.8% |