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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 | $165,390 | $97,125+70.3% | $86,233+91.8% | $137,256+20.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.34% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,610 | $2,841+27.0% | $2,504+44.1% | $4,156-13.2% |
| Participant deferral / active EE | $5,375 | $5,180+3.8% | $4,559+17.9% | $6,407-16.1% |
| Admin fee / account holder | $1,540 | $9,725-84.2% | $8,342-81.5% | $12,270-87.4% |