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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 | $156,997 | $97,125+61.6% | $86,233+82.1% | $137,256+14.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.71% | 74.19%-53.5pp | 61.39%-40.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,376 | $2,841+54.0% | $2,504+74.7% | $4,156+5.3% |
| Participant deferral / active EE | $10,238 | $5,180+97.6% | $4,559+124.6% | $6,407+59.8% |
| Admin fee / account holder | $1,422 | $9,725-85.4% | $8,342-83.0% | $12,270-88.4% |