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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 | $185,369 | $89,364+107.4% | $141,177+31.3% | $72,983+154.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.96% | 111.86%-88.9pp | 71.40%-48.4pp | 81.01%-58.1pp |
| Employer contribution / active EE | $3,449 | $3,115+10.7% | $4,736-27.2% | $2,440+41.3% |
| Participant deferral / active EE | $7,596 | $5,419+40.2% | $6,710+13.2% | $3,608+110.6% |
| Admin fee / account holder | $1,332 | $5,959-77.6% | $10,263-87.0% | $5,124-74.0% |