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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 | $175,309 | $78,705+122.7% | $117,860+48.7% | $70,124+150.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 22.28% | 23.30%-1.0pp | 335.10%-312.8pp | 73.14%-50.9pp |
| Employer contribution / active EE | $4,492 | $2,223+102.1% | $3,786+18.6% | $2,342+91.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,359 | $5,065+5.8% | $8,021-33.2% | $4,645+15.4% |