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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 | $178,067 | $84,236+111.4% | $170,435+4.5% | $70,126+153.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.18% | 23.06%-5.9pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $5,177 | $3,387+52.8% | $5,432-4.7% | $2,343+121.0% |
| Participant deferral / active EE | $5,715 | $3,086+85.2% | $4,939+15.7% | $3,332+71.5% |
| Admin fee / account holder | $3,117 | $5,698-45.3% | $13,881-77.5% | $4,645-32.9% |