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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 | $155,628 | $98,776+57.6% | $149,745+3.9% | $79,856+94.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.75% | 27.38%-8.6pp | 276.72%-258.0pp | 31.71%-13.0pp |
| Employer contribution / active EE | $5,159 | $3,217+60.3% | $4,646+11.0% | $2,471+108.7% |
| Participant deferral / active EE | $17,031 | $5,681+199.8% | $6,843+148.9% | $3,741+355.3% |
| Admin fee / account holder | $3,390 | $6,053-44.0% | $9,312-63.6% | $5,306-36.1% |