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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 | $146,495 | $55,889+162.1% | $76,119+92.5% | $80,935+81.0% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 17.29% | 20.58%-3.3pp | 361.25%-344.0pp | 35.66%-18.4pp |
| Employer contribution / active EE | $3,777 | $1,866+102.4% | $2,693+40.3% | $2,757+37.0% |
| Participant deferral / active EE | $2,381 | $3,051-22.0% | $4,259-44.1% | $4,299-44.6% |
| Admin fee / account holder | $5,436 | $5,241+3.7% | $6,421-15.3% | $6,924-21.5% |