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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 | $153,431 | $84,236+82.1% | $170,435-10.0% | $70,126+118.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.66% | 23.06%-10.4pp | 205.94%-193.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $4,335 | $3,387+28.0% | $5,432-20.2% | $2,343+85.1% |
| Participant deferral / active EE | $5,075 | $3,086+64.5% | $4,939+2.7% | $3,332+52.3% |
| Admin fee / account holder | $2,187 | $5,698-61.6% | $13,881-84.2% | $4,645-52.9% |