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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 | $187,661 | $84,236+122.8% | $170,435+10.1% | $70,126+167.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.98% | 23.06%-5.1pp | 205.94%-188.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $5,641 | $3,387+66.5% | $5,432+3.8% | $2,343+140.8% |
| Participant deferral / active EE | $4,883 | $3,086+58.2% | $4,939-1.1% | $3,332+46.6% |
| Admin fee / account holder | $9,197 | $5,698+61.4% | $13,881-33.7% | $4,645+98.0% |