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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 | $154,149 | $91,179+69.1% | $178,499-13.6% | $79,852+93.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.68% | 24.19%-5.5pp | 151.10%-132.4pp | 31.72%-13.0pp |
| Employer contribution / active EE | $4,817 | $3,256+47.9% | $5,011-3.9% | $2,471+94.9% |
| Participant deferral / active EE | $5,733 | $3,236+77.2% | $5,202+10.2% | $3,740+53.3% |
| Admin fee / account holder | $2,706 | $6,749-59.9% | $13,986-80.6% | $5,306-49.0% |