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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 | $164,251 | $112,935+45.4% | $90,970+80.6% | $158,966+3.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.97% | 215.79%-198.8pp | 134.58%-117.6pp | 302.95%-286.0pp |
| Employer contribution / active EE | $1,618 | $2,895-44.1% | $2,122-23.8% | $4,762-66.0% |
| Participant deferral / active EE | $4,575 | $4,129+10.8% | $3,373+35.6% | $5,983-23.5% |
| Admin fee / account holder | $340 | $8,045-95.8% | $5,960-94.3% | $11,250-97.0% |