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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 | $165,904 | $77,920+112.9% | $149,723+10.8% | $75,177+120.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.12% | 31.72%-16.6pp | 134.50%-119.4pp | 160.75%-145.6pp |
| Employer contribution / active EE | $5,082 | $3,138+61.9% | $4,821+5.4% | $2,671+90.3% |
| Participant deferral / active EE | $4,950 | $3,411+45.1% | $5,682-12.9% | $4,126+20.0% |
| Admin fee / account holder | $2,796 | $5,951-53.0% | $13,215-78.8% | $5,651-50.5% |