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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 | $188,639 | $98,776+91.0% | $149,745+26.0% | $79,856+136.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.34% | 27.38%-10.0pp | 276.72%-259.4pp | 31.71%-14.4pp |
| Employer contribution / active EE | $5,309 | $3,217+65.0% | $4,646+14.3% | $2,471+114.8% |
| Participant deferral / active EE | $8,424 | $5,681+48.3% | $6,843+23.1% | $3,741+125.2% |
| Admin fee / account holder | $794 | $6,053-86.9% | $9,312-91.5% | $5,306-85.0% |