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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 | $194,919 | $85,171+128.9% | $172,753+12.8% | $72,976+167.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.25% | 27.32%-8.1pp | 803.00%-783.8pp | 81.02%-61.8pp |
| Employer contribution / active EE | $4,262 | $3,324+28.2% | $5,144-17.1% | $2,440+74.7% |
| Participant deferral / active EE | $3,727 | $3,260+14.3% | $5,198-28.3% | $3,608+3.3% |
| Admin fee / account holder | $4,446 | $5,880-24.4% | $13,956-68.1% | $5,124-13.2% |