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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 | $92,350 | $84,236+9.6% | $170,435-45.8% | $70,126+31.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.23% | 23.06%-7.8pp | 205.94%-190.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $13,059 | $3,387+285.6% | $5,432+140.4% | $2,343+457.5% |
| Participant deferral / active EE | $5,298 | $3,086+71.7% | $4,939+7.3% | $3,332+59.0% |
| Admin fee / account holder | $22,113 | $5,698+288.1% | $13,881+59.3% | $4,645+376.0% |