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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 | $153,166 | $84,236+81.8% | $170,435-10.1% | $70,126+118.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.85% | 23.06%-7.2pp | 205.94%-190.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $5,230 | $3,387+54.4% | $5,432-3.7% | $2,343+123.3% |
| Participant deferral / active EE | $4,624 | $3,086+49.8% | $4,939-6.4% | $3,332+38.8% |
| Admin fee / account holder | $3,058 | $5,698-46.3% | $13,881-78.0% | $4,645-34.2% |