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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 | $140,189 | $84,236+66.4% | $170,435-17.7% | $70,126+99.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.84% | 23.06%-2.2pp | 205.94%-185.1pp | 73.15%-52.3pp |
| Employer contribution / active EE | $13,409 | $3,387+295.9% | $5,432+146.8% | $2,343+472.4% |
| Participant deferral / active EE | $5,977 | $3,086+93.7% | $4,939+21.0% | $3,332+79.4% |
| Admin fee / account holder | $2,735 | $5,698-52.0% | $13,881-80.3% | $4,645-41.1% |