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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 | $158,162 | $77,908+103.0% | $149,696+5.7% | $75,173+110.4% |
| Participation rate | 97.5% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.3pp |
| Annual return | 18.15% | 31.73%-13.6pp | 134.46%-116.3pp | 160.72%-142.6pp |
| Employer contribution / active EE | $2,599 | $3,138-17.2% | $4,821-46.1% | $2,671-2.7% |
| Participant deferral / active EE | $6,272 | $3,411+83.9% | $5,682+10.4% | $4,126+52.0% |
| Admin fee / account holder | $1,231 | $5,950-79.3% | $13,212-90.7% | $5,651-78.2% |