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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 | $137,799 | $84,236+63.6% | $170,435-19.1% | $70,126+96.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.76% | 23.06%-5.3pp | 205.94%-188.2pp | 73.15%-55.4pp |
| Employer contribution / active EE | $3,950 | $3,387+16.6% | $5,432-27.3% | $2,343+68.6% |
| Participant deferral / active EE | $5,439 | $3,086+76.3% | $4,939+10.1% | $3,332+63.2% |
| Admin fee / account holder | $31,842 | $5,698+458.8% | $13,881+129.4% | $4,645+585.4% |