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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 | $158,019 | $84,236+87.6% | $170,435-7.3% | $70,126+125.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.25% | 23.06%-9.8pp | 205.94%-192.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $2,832 | $3,387-16.4% | $5,432-47.9% | $2,343+20.9% |
| Participant deferral / active EE | $3,360 | $3,086+8.9% | $4,939-32.0% | $3,332+0.9% |
| Admin fee / account holder | $8,069 | $5,698+41.6% | $13,881-41.9% | $4,645+73.7% |