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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 | $163,960 | $77,908+110.5% | $149,696+9.5% | $75,173+118.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.50% | 31.73%-14.2pp | 134.46%-117.0pp | 160.72%-143.2pp |
| Employer contribution / active EE | $4,317 | $3,138+37.6% | $4,821-10.5% | $2,671+61.6% |
| Participant deferral / active EE | $7,697 | $3,411+125.6% | $5,682+35.5% | $4,126+86.5% |
| Admin fee / account holder | $3,205 | $5,950-46.1% | $13,212-75.7% | $5,651-43.3% |