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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 | $167,692 | $76,407+119.5% | $150,298+11.6% | $82,448+103.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.96% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $5,185 | $2,614+98.3% | $4,154+24.8% | $2,551+103.2% |
| Participant deferral / active EE | $1,375 | $3,214-57.2% | $5,453-74.8% | $4,139-66.8% |
| Admin fee / account holder | $102,589 | $6,352+1515.1% | $14,116+626.8% | $7,234+1318.1% |