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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 | $124,690 | $84,236+48.0% | $170,435-26.8% | $70,126+77.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.16% | 23.06%-1.9pp | 205.94%-184.8pp | 73.15%-52.0pp |
| Employer contribution / active EE | $6,305 | $3,387+86.1% | $5,432+16.1% | $2,343+169.1% |
| Participant deferral / active EE | $4,716 | $3,086+52.8% | $4,939-4.5% | $3,332+41.5% |
| Admin fee / account holder | $2,099 | $5,698-63.2% | $13,881-84.9% | $4,645-54.8% |