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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 | $172,255 | $95,415+80.5% | $185,851-7.3% | $85,851+100.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.86% | 23.59%-7.7pp | 122.11%-106.2pp | 318.63%-302.8pp |
| Employer contribution / active EE | $8,025 | $3,314+142.1% | $5,168+55.3% | $2,565+212.8% |
| Participant deferral / active EE | $5,464 | $3,424+59.6% | $5,569-1.9% | $3,952+38.2% |
| Admin fee / account holder | $7,494 | $7,215+3.9% | $16,245-53.9% | $6,261+19.7% |