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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 | $163,178 | $84,236+93.7% | $170,435-4.3% | $70,126+132.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.37% | 23.06%-7.7pp | 205.94%-190.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $4,009 | $3,387+18.4% | $5,432-26.2% | $2,343+71.1% |
| Participant deferral / active EE | $3,229 | $3,086+4.6% | $4,939-34.6% | $3,332-3.1% |
| Admin fee / account holder | $8,901 | $5,698+56.2% | $13,881-35.9% | $4,645+91.6% |