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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 | $178,036 | $79,449+124.1% | $189,597-6.1% | $85,851+107.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 14.82% | 18.45%-3.6pp | 64.20%-49.4pp | 318.63%-303.8pp |
| Employer contribution / active EE | $3,297 | $2,081+58.4% | $4,412-25.3% | $2,565+28.5% |
| Participant deferral / active EE | $9,991 | $4,051+146.6% | $6,174+61.8% | $3,952+152.8% |
| Admin fee / account holder | $9,172 | $5,377+70.6% | $9,807-6.5% | $6,261+46.5% |