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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 | $191,980 | $84,236+127.9% | $170,439+12.6% | $70,124+173.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.42% | 23.06%-7.6pp | 205.94%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $4,161 | $3,387+22.8% | $5,433-23.4% | $2,342+77.6% |
| Participant deferral / active EE | $4,984 | $3,086+61.5% | $4,939+0.9% | $3,332+49.6% |
| Admin fee / account holder | $6,739 | $5,698+18.3% | $13,881-51.5% | $4,645+45.1% |