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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 | $141,103 | $84,236+67.5% | $170,435-17.2% | $70,126+101.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.37% | 23.06%-7.7pp | 205.94%-190.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $7,043 | $3,387+107.9% | $5,432+29.6% | $2,343+200.6% |
| Participant deferral / active EE | $5,604 | $3,086+81.6% | $4,939+13.5% | $3,332+68.2% |
| Admin fee / account holder | $1,903 | $5,698-66.6% | $13,881-86.3% | $4,645-59.0% |