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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 | $131,660 | $84,236+56.3% | $170,435-22.8% | $70,126+87.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.53% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $8,201 | $3,387+142.1% | $5,432+51.0% | $2,343+250.1% |
| Participant deferral / active EE | $4,894 | $3,086+58.6% | $4,939-0.9% | $3,332+46.9% |
| Admin fee / account holder | $1,851 | $5,698-67.5% | $13,881-86.7% | $4,645-60.1% |