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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 | $167,260 | $81,276+105.8% | $155,574+7.5% | $80,925+106.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.39% | 33.36%-18.0pp | 64.87%-49.5pp | 35.65%-20.3pp |
| Employer contribution / active EE | $3,315 | $3,103+6.8% | $4,676-29.1% | $2,756+20.3% |
| Participant deferral / active EE | $7,136 | $3,453+106.7% | $5,629+26.8% | $4,299+66.0% |
| Admin fee / account holder | $4,352 | $7,993-45.6% | $15,914-72.7% | $6,940-37.3% |