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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 | $142,349 | $105,200+35.3% | $159,474-10.7% | $85,847+65.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.45% | 45.08%-26.6pp | 263.68%-245.2pp | 318.61%-300.2pp |
| Employer contribution / active EE | $4,791 | $3,319+44.4% | $4,831-0.8% | $2,565+86.8% |
| Participant deferral / active EE | $8,201 | $5,946+37.9% | $7,353+11.5% | $3,952+107.5% |
| Admin fee / account holder | $3,509 | $6,934-49.4% | $10,802-67.5% | $6,261-43.9% |