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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 | $166,148 | $89,364+85.9% | $141,177+17.7% | $72,983+127.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.39% | 111.86%-89.5pp | 71.40%-49.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,271 | $3,115-59.2% | $4,736-73.2% | $2,440-47.9% |
| Participant deferral / active EE | $3,706 | $5,419-31.6% | $6,710-44.8% | $3,608+2.7% |
| Admin fee / account holder | $4,365 | $5,959-26.7% | $10,263-57.5% | $5,124-14.8% |