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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 | $183,778 | $84,236+118.2% | $170,435+7.8% | $70,126+162.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.14% | 23.06%-3.9pp | 205.94%-186.8pp | 73.15%-54.0pp |
| Employer contribution / active EE | $7,706 | $3,387+127.5% | $5,432+41.9% | $2,343+229.0% |
| Participant deferral / active EE | $7,863 | $3,086+154.8% | $4,939+59.2% | $3,332+136.0% |
| Admin fee / account holder | $4,276 | $5,698-25.0% | $13,881-69.2% | $4,645-8.0% |