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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 | $178,858 | $78,690+127.3% | $161,489+10.8% | $87,485+104.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.66% | 32.74%-19.1pp | 89.72%-76.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $3,202 | $2,588+23.7% | $4,268-25.0% | $2,596+23.3% |
| Participant deferral / active EE | $2,209 | $3,311-33.3% | $5,630-60.8% | $4,274-48.3% |
| Admin fee / account holder | $9,275 | $6,724+37.9% | $16,006-42.1% | $7,775+19.3% |