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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 | $108,980 | $84,236+29.4% | $170,435-36.1% | $70,126+55.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.58% | 23.06%-3.5pp | 205.94%-186.4pp | 73.15%-53.6pp |
| Employer contribution / active EE | $6,465 | $3,387+90.9% | $5,432+19.0% | $2,343+176.0% |
| Participant deferral / active EE | $4,876 | $3,086+58.0% | $4,939-1.3% | $3,332+46.3% |
| Admin fee / account holder | $2,153 | $5,698-62.2% | $13,881-84.5% | $4,645-53.7% |