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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 | $152,151 | $91,167+66.9% | $178,498-14.8% | $79,858+90.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.59% | 24.19%-12.6pp | 151.09%-139.5pp | 31.72%-20.1pp |
| Employer contribution / active EE | $4,005 | $3,255+23.0% | $5,011-20.1% | $2,471+62.1% |
| Participant deferral / active EE | $3,304 | $3,236+2.1% | $5,202-36.5% | $3,740-11.7% |
| Admin fee / account holder | $10,661 | $6,747+58.0% | $13,985-23.8% | $5,306+100.9% |