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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 | $122,525 | $84,236+45.5% | $170,439-28.1% | $70,124+74.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.42% | 23.06%-3.6pp | 205.94%-186.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $4,557 | $3,387+34.5% | $5,433-16.1% | $2,342+94.5% |
| Participant deferral / active EE | $6,144 | $3,086+99.1% | $4,939+24.4% | $3,332+84.4% |
| Admin fee / account holder | $1,509 | $5,698-73.5% | $13,881-89.1% | $4,645-67.5% |