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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 | $176,983 | $90,486+95.6% | $78,676+125.0% | $273,972-35.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.96% | 75.62%-70.7pp | 62.19%-57.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $8,971 | $3,175+182.6% | $2,850+214.8% | $4,869+84.3% |
| Participant deferral / active EE | $10,907 | $3,901+179.6% | $3,517+210.2% | $5,287+106.3% |
| Admin fee / account holder | $8,251 | $5,263+56.8% | $4,510+82.9% | $10,133-18.6% |