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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 | $165,172 | $91,198+81.1% | $178,503-7.5% | $79,856+106.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.61% | 24.20%-9.6pp | 151.12%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,469 | $3,257-24.2% | $5,011-50.7% | $2,471-0.1% |
| Participant deferral / active EE | $5,162 | $3,237+59.5% | $5,202-0.8% | $3,741+38.0% |
| Admin fee / account holder | $830 | $6,748-87.7% | $13,987-94.1% | $5,306-84.4% |