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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 | $182,891 | $99,994+82.9% | $146,647+24.7% | $85,851+113.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.47% | 18.93%-4.5pp | 22.75%-8.3pp | 318.63%-304.2pp |
| Employer contribution / active EE | $5,093 | $2,559+99.0% | $4,137+23.1% | $2,565+98.5% |
| Participant deferral / active EE | $5,246 | $4,006+31.0% | $5,506-4.7% | $3,952+32.7% |
| Admin fee / account holder | $2,716 | $7,703-64.7% | $10,281-73.6% | $6,261-56.6% |