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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 | $165,837 | $81,358+103.8% | $155,556+6.6% | $80,959+104.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.09% | 33.39%-18.3pp | 64.84%-49.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $4,558 | $3,106+46.7% | $4,675-2.5% | $2,757+65.3% |
| Participant deferral / active EE | $4,771 | $3,455+38.1% | $5,631-15.3% | $4,300+10.9% |
| Admin fee / account holder | $17,911 | $7,994+124.1% | $15,885+12.8% | $6,925+158.6% |