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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 | $156,969 | $95,383+64.6% | $185,837-15.5% | $85,856+82.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.90% | 23.59%-7.7pp | 122.08%-106.2pp | 318.58%-302.7pp |
| Employer contribution / active EE | $4,856 | $3,313+46.6% | $5,168-6.0% | $2,565+89.3% |
| Participant deferral / active EE | $5,883 | $3,423+71.8% | $5,568+5.6% | $3,952+48.9% |
| Admin fee / account holder | $19,095 | $7,213+164.7% | $16,241+17.6% | $6,261+205.0% |