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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 | $177,101 | $77,901+127.3% | $149,717+18.3% | $75,181+135.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.40% | 31.73%-17.3pp | 134.41%-120.0pp | 160.69%-146.3pp |
| Employer contribution / active EE | $2,691 | $3,137-14.2% | $4,820-44.2% | $2,671+0.8% |
| Participant deferral / active EE | $4,639 | $3,411+36.0% | $5,682-18.4% | $4,126+12.4% |
| Admin fee / account holder | $892 | $5,949-85.0% | $13,213-93.2% | $5,650-84.2% |