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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 | $166,072 | $77,908+113.2% | $149,696+10.9% | $75,173+120.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.58% | 31.73%-13.2pp | 134.46%-115.9pp | 160.72%-142.1pp |
| Employer contribution / active EE | $4,261 | $3,138+35.8% | $4,821-11.6% | $2,671+59.5% |
| Participant deferral / active EE | $4,118 | $3,411+20.7% | $5,682-27.5% | $4,126-0.2% |
| Admin fee / account holder | $716 | $5,950-88.0% | $13,212-94.6% | $5,651-87.3% |