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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 | $172,387 | $70,684+143.9% | $169,390+1.8% | $75,173+129.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 17.26% | 36.38%-19.1pp | 406.07%-388.8pp | 160.72%-143.5pp |
| Employer contribution / active EE | $2,627 | $2,211+18.8% | $4,013-34.5% | $2,671-1.6% |
| Participant deferral / active EE | $6,592 | $4,310+52.9% | $6,222+5.9% | $4,126+59.7% |
| Admin fee / account holder | $8,152 | $5,404+50.9% | $9,015-9.6% | $5,651+44.3% |