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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 | $196,549 | $84,236+133.3% | $170,435+15.3% | $70,126+180.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.57% | 23.06%-5.5pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $3,633 | $3,387+7.2% | $5,432-33.1% | $2,343+55.1% |
| Participant deferral / active EE | $5,897 | $3,086+91.1% | $4,939+19.4% | $3,332+77.0% |
| Admin fee / account holder | $4,363 | $5,698-23.4% | $13,881-68.6% | $4,645-6.1% |