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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 | $125,846 | $84,236+49.4% | $170,435-26.2% | $70,126+79.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.34% | 23.06%-5.7pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $6,121 | $3,387+80.7% | $5,432+12.7% | $2,343+161.3% |
| Participant deferral / active EE | $3,956 | $3,086+28.2% | $4,939-19.9% | $3,332+18.7% |
| Admin fee / account holder | $822 | $5,698-85.6% | $13,881-94.1% | $4,645-82.3% |