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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 | $176,881 | $84,236+110.0% | $170,435+3.8% | $70,126+152.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.41% | 23.06%-5.6pp | 205.94%-188.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $8,836 | $3,387+160.9% | $5,432+62.7% | $2,343+277.2% |
| Participant deferral / active EE | $4,355 | $3,086+41.1% | $4,939-11.8% | $3,332+30.7% |
| Admin fee / account holder | $7,508 | $5,698+31.8% | $13,881-45.9% | $4,645+61.6% |