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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 | $186,911 | $84,236+121.9% | $170,435+9.7% | $70,126+166.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.91% | 23.06%-2.2pp | 205.94%-185.0pp | 73.15%-52.2pp |
| Employer contribution / active EE | $6,183 | $3,387+82.5% | $5,432+13.8% | $2,343+163.9% |
| Participant deferral / active EE | $5,398 | $3,086+74.9% | $4,939+9.3% | $3,332+62.0% |
| Admin fee / account holder | $967 | $5,698-83.0% | $13,881-93.0% | $4,645-79.2% |