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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 | $169,354 | $91,198+85.7% | $178,503-5.1% | $79,856+112.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.72% | 24.20%-1.5pp | 151.12%-128.4pp | 31.71%-9.0pp |
| Employer contribution / active EE | $5,498 | $3,257+68.8% | $5,011+9.7% | $2,471+122.5% |
| Participant deferral / active EE | $4,068 | $3,237+25.7% | $5,202-21.8% | $3,741+8.8% |
| Admin fee / account holder | $1,991 | $6,748-70.5% | $13,987-85.8% | $5,306-62.5% |