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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 | $158,734 | $77,638+104.5% | $156,551+1.4% | $62,881+152.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.29% | 50.33%-40.0pp | 32.23%-21.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $2,593 | $3,444-24.7% | $5,501-52.9% | $2,281+13.7% |
| Participant deferral / active EE | $4,982 | $3,046+63.6% | $4,871+2.3% | $3,203+55.6% |
| Admin fee / account holder | $3,061 | $5,561-45.0% | $13,028-76.5% | $4,296-28.7% |