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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 | $162,487 | $91,198+78.2% | $178,503-9.0% | $79,856+103.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.68% | 24.20%+1.5pp | 151.12%-125.4pp | 31.71%-6.0pp |
| Employer contribution / active EE | $4,110 | $3,257+26.2% | $5,011-18.0% | $2,471+66.3% |
| Participant deferral / active EE | $3,999 | $3,237+23.5% | $5,202-23.1% | $3,741+6.9% |
| Admin fee / account holder | $2,338 | $6,748-65.3% | $13,987-83.3% | $5,306-55.9% |