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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 | $162,357 | $77,638+109.1% | $156,551+3.7% | $62,881+158.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.68% | 50.33%-42.6pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,591 | $3,444-24.8% | $5,501-52.9% | $2,281+13.6% |
| Participant deferral / active EE | $5,091 | $3,046+67.2% | $4,871+4.5% | $3,203+59.0% |
| Admin fee / account holder | $4,426 | $5,561-20.4% | $13,028-66.0% | $4,296+3.0% |