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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 | $165,894 | $93,617+77.2% | $135,982+22.0% | $75,177+120.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.72% | 30.89%-15.2pp | 68.32%-52.6pp | 160.75%-145.0pp |
| Employer contribution / active EE | $3,226 | $3,538-8.8% | $4,859-33.6% | $2,671+20.8% |
| Participant deferral / active EE | $6,203 | $6,406-3.2% | $7,760-20.1% | $4,126+50.3% |
| Admin fee / account holder | $12,399 | $6,980+77.6% | $10,767+15.2% | $5,651+119.4% |