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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 | $171,173 | $64,719+164.5% | $112,249+52.5% | $68,486+149.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 14.41% | -11.40%+25.8pp | 27.48%-13.1pp | -7.85%+22.3pp |
| Employer contribution / active EE | $3,363 | $2,747+22.4% | $3,636-7.5% | $2,597+29.5% |
| Participant deferral / active EE | $5,452 | $3,565+52.9% | $4,729+15.3% | $4,028+35.4% |
| Admin fee / account holder | $1,008 | $5,232-80.7% | $6,412-84.3% | $5,404-81.3% |