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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 | $222,123 | $84,236+163.7% | $170,435+30.3% | $70,126+216.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.96% | 23.06%-3.1pp | 205.94%-186.0pp | 73.15%-53.2pp |
| Employer contribution / active EE | $5,021 | $3,387+48.2% | $5,432-7.6% | $2,343+114.3% |
| Participant deferral / active EE | $6,490 | $3,086+110.3% | $4,939+31.4% | $3,332+94.8% |
| Admin fee / account holder | $4,806 | $5,698-15.7% | $13,881-65.4% | $4,645+3.4% |