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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 | $166,376 | $137,414+21.1% | $189,520-12.2% | $85,856+93.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.88% | 38.14%-24.3pp | 555.25%-541.4pp | 318.58%-304.7pp |
| Employer contribution / active EE | $2,948 | $4,344-32.2% | $6,161-52.2% | $2,565+14.9% |
| Participant deferral / active EE | $6,051 | $6,260-3.3% | $8,220-26.4% | $3,952+53.1% |
| Admin fee / account holder | $2,680 | $8,630-68.9% | $12,046-77.8% | $6,261-57.2% |