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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 | $150,505 | $84,236+78.7% | $170,435-11.7% | $70,126+114.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.66% | 23.06%-7.4pp | 205.94%-190.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $5,353 | $3,387+58.0% | $5,432-1.5% | $2,343+128.5% |
| Participant deferral / active EE | $4,114 | $3,086+33.3% | $4,939-16.7% | $3,332+23.5% |
| Admin fee / account holder | $24,912 | $5,698+337.2% | $13,881+79.5% | $4,645+436.3% |