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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 | $163,727 | $101,795+60.8% | $165,100-0.8% | $80,959+102.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 14.87% | 16.73%-1.9pp | 70.21%-55.3pp | 35.67%-20.8pp |
| Employer contribution / active EE | $4,921 | $2,954+66.6% | $4,348+13.2% | $2,757+78.5% |
| Participant deferral / active EE | $6,337 | $4,476+41.6% | $6,035+5.0% | $4,300+47.4% |
| Admin fee / account holder | $1,211 | $8,221-85.3% | $12,696-90.5% | $6,925-82.5% |