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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 | $198,029 | $91,179+117.2% | $178,499+10.9% | $79,852+148.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.71% | 24.19%-10.5pp | 151.10%-137.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $5,494 | $3,256+68.7% | $5,011+9.6% | $2,471+122.3% |
| Participant deferral / active EE | $5,529 | $3,236+70.9% | $5,202+6.3% | $3,740+47.8% |
| Admin fee / account holder | $4,500 | $6,749-33.3% | $13,986-67.8% | $5,306-15.2% |