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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 | $157,680 | $84,236+87.2% | $170,435-7.5% | $70,126+124.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.26% | 23.06%-4.8pp | 205.94%-187.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $8,061 | $3,387+138.0% | $5,432+48.4% | $2,343+244.1% |
| Participant deferral / active EE | $4,785 | $3,086+55.1% | $4,939-3.1% | $3,332+43.6% |
| Admin fee / account holder | $45,772 | $5,698+703.3% | $13,881+229.7% | $4,645+885.3% |