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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 | $153,049 | $69,248+121.0% | $64,101+138.8% | $139,466+9.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.88% | 45.95%-27.1pp | 33.72%-14.8pp | 373.66%-354.8pp |
| Employer contribution / active EE | $4,157 | $3,185+30.5% | $2,749+51.2% | $4,754-12.6% |
| Participant deferral / active EE | $6,054 | $4,682+29.3% | $3,881+56.0% | $6,712-9.8% |
| Admin fee / account holder | $503 | $4,247-88.2% | $3,070-83.6% | $11,409-95.6% |