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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 | $177,040 | $95,406+85.6% | $185,849-4.7% | $85,847+106.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.36% | 23.59%-9.2pp | 122.10%-107.7pp | 318.61%-304.3pp |
| Employer contribution / active EE | $4,920 | $3,314+48.5% | $5,169-4.8% | $2,565+91.8% |
| Participant deferral / active EE | $5,399 | $3,424+57.7% | $5,569-3.1% | $3,952+36.6% |
| Admin fee / account holder | $5,150 | $7,214-28.6% | $16,244-68.3% | $6,261-17.7% |