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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 | $172,412 | $84,236+104.7% | $170,435+1.2% | $70,126+145.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.39% | 23.06%-4.7pp | 205.94%-187.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $7,974 | $3,387+135.4% | $5,432+46.8% | $2,343+240.4% |
| Participant deferral / active EE | $5,009 | $3,086+62.3% | $4,939+1.4% | $3,332+50.3% |
| Admin fee / account holder | $1,683 | $5,698-70.5% | $13,881-87.9% | $4,645-63.8% |