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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 | $136,571 | $84,236+62.1% | $170,435-19.9% | $70,126+94.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.03% | 23.06%-9.0pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $6,849 | $3,387+102.2% | $5,432+26.1% | $2,343+192.4% |
| Participant deferral / active EE | $8,551 | $3,086+177.1% | $4,939+73.1% | $3,332+156.6% |
| Admin fee / account holder | $772 | $5,698-86.5% | $13,881-94.4% | $4,645-83.4% |