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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 | $164,221 | $77,920+110.8% | $149,723+9.7% | $75,177+118.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.94% | 31.72%-14.8pp | 134.50%-117.6pp | 160.75%-143.8pp |
| Employer contribution / active EE | $2,216 | $3,138-29.4% | $4,821-54.0% | $2,671-17.0% |
| Participant deferral / active EE | $4,523 | $3,411+32.6% | $5,682-20.4% | $4,126+9.6% |
| Admin fee / account holder | $8,852 | $5,951+48.8% | $13,215-33.0% | $5,651+56.6% |