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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 | $177,801 | $85,171+108.8% | $172,753+2.9% | $72,976+143.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.22% | 27.32%-10.1pp | 803.00%-785.8pp | 81.02%-63.8pp |
| Employer contribution / active EE | $6,799 | $3,324+104.5% | $5,144+32.2% | $2,440+178.6% |
| Participant deferral / active EE | $5,887 | $3,260+80.6% | $5,198+13.3% | $3,608+63.2% |
| Admin fee / account holder | $4,505 | $5,880-23.4% | $13,956-67.7% | $5,124-12.1% |