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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 | $166,532 | $115,866+43.7% | $65,328+154.9% | $139,456+19.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 29.08% | 31.21%-2.1pp | 47.39%-18.3pp | 373.45%-344.4pp |
| Employer contribution / active EE | $2,406 | $2,600-7.5% | $1,692+42.2% | $4,753-49.4% |
| Participant deferral / active EE | $4,010 | $4,242-5.5% | $2,832+41.6% | $6,711-40.3% |
| Admin fee / account holder | $1,357 | $6,705-79.8% | $4,116-67.0% | $11,407-88.1% |