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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 | $112,024 | $84,236+33.0% | $170,435-34.3% | $70,126+59.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.09% | 23.06%-8.0pp | 205.94%-190.8pp | 73.15%-58.1pp |
| Employer contribution / active EE | $5,721 | $3,387+68.9% | $5,432+5.3% | $2,343+144.2% |
| Participant deferral / active EE | $4,326 | $3,086+40.2% | $4,939-12.4% | $3,332+29.8% |
| Admin fee / account holder | $10,758 | $5,698+88.8% | $13,881-22.5% | $4,645+131.6% |