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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 | $165,433 | $89,370+85.1% | $141,197+17.2% | $72,976+126.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.11% | 111.88%-87.8pp | 71.41%-47.3pp | 81.02%-56.9pp |
| Employer contribution / active EE | $3,524 | $3,115+13.1% | $4,736-25.6% | $2,440+44.4% |
| Participant deferral / active EE | $7,621 | $5,419+40.6% | $6,710+13.6% | $3,608+111.3% |
| Admin fee / account holder | $3,153 | $5,957-47.1% | $10,265-69.3% | $5,124-38.5% |