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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 | $153,364 | $91,198+68.2% | $178,503-14.1% | $79,856+92.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.97% | 24.20%-12.2pp | 151.12%-139.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $4,471 | $3,257+37.3% | $5,011-10.8% | $2,471+80.9% |
| Participant deferral / active EE | $5,676 | $3,237+75.4% | $5,202+9.1% | $3,741+51.7% |
| Admin fee / account holder | $2,495 | $6,748-63.0% | $13,987-82.2% | $5,306-53.0% |