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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 | $171,937 | $49,255+249.1% | $70,494+143.9% | $79,856+115.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.98% | 30.10%-17.1pp | 109.16%-96.2pp | 31.71%-18.7pp |
| Employer contribution / active EE | $3,720 | $2,100+77.1% | $2,738+35.9% | $2,471+50.5% |
| Participant deferral / active EE | $5,965 | $2,768+115.5% | $3,711+60.8% | $3,741+59.5% |
| Admin fee / account holder | $1,075 | $2,879-62.7% | $3,848-72.1% | $5,306-79.7% |