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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 | $94,536 | $80,753+17.1% | $136,298-30.6% | $62,293+51.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 27.39% | 35.83%-8.4pp | 5156.27%-5128.9pp | 28.90%-1.5pp |
| Employer contribution / active EE | $4,805 | $2,884+66.6% | $4,696+2.3% | $2,042+135.3% |
| Participant deferral / active EE | $8,210 | $5,164+59.0% | $6,247+31.4% | $3,169+159.1% |
| Admin fee / account holder | $529 | $525+0.7% | $9,244-94.3% | $479+10.3% |