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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 | $174,781 | $77,920+124.3% | $149,723+16.7% | $75,177+132.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.52% | 31.72%-9.2pp | 134.50%-112.0pp | 160.75%-138.2pp |
| Employer contribution / active EE | $5,959 | $3,138+89.9% | $4,821+23.6% | $2,671+123.1% |
| Participant deferral / active EE | $5,268 | $3,411+54.4% | $5,682-7.3% | $4,126+27.7% |
| Admin fee / account holder | $1,187 | $5,951-80.1% | $13,215-91.0% | $5,651-79.0% |