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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 | $161,239 | $84,236+91.4% | $170,435-5.4% | $70,126+129.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.33% | 23.06%-4.7pp | 205.94%-187.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $7,818 | $3,387+130.8% | $5,432+43.9% | $2,343+233.7% |
| Participant deferral / active EE | $4,933 | $3,086+59.9% | $4,939-0.1% | $3,332+48.1% |
| Admin fee / account holder | $1,312 | $5,698-77.0% | $13,881-90.5% | $4,645-71.7% |