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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 | $175,168 | $98,776+77.3% | $149,745+17.0% | $79,856+119.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.34% | 27.38%-9.0pp | 276.72%-258.4pp | 31.71%-13.4pp |
| Employer contribution / active EE | $5,644 | $3,217+75.4% | $4,646+21.5% | $2,471+128.4% |
| Participant deferral / active EE | $5,634 | $5,681-0.8% | $6,843-17.7% | $3,741+50.6% |
| Admin fee / account holder | $614 | $6,053-89.9% | $9,312-93.4% | $5,306-88.4% |