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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 | $176,091 | $125,797+40.0% | $170,043+3.6% | $75,173+134.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.04% | 27.20%-12.2pp | 53.40%-38.4pp | 160.72%-145.7pp |
| Employer contribution / active EE | $7,124 | $4,616+54.3% | $6,790+4.9% | $2,671+166.7% |
| Participant deferral / active EE | $6,365 | $6,838-6.9% | $10,410-38.9% | $4,126+54.2% |
| Admin fee / account holder | $2,404 | $8,177-70.6% | $12,824-81.3% | $5,651-57.5% |