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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 | $157,332 | $91,179+72.6% | $178,499-11.9% | $79,852+97.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 26.59% | 24.19%+2.4pp | 151.10%-124.5pp | 31.72%-5.1pp |
| Employer contribution / active EE | $5,598 | $3,256+72.0% | $5,011+11.7% | $2,471+126.6% |
| Participant deferral / active EE | $4,105 | $3,236+26.9% | $5,202-21.1% | $3,740+9.7% |
| Admin fee / account holder | $13,362 | $6,749+98.0% | $13,986-4.5% | $5,306+151.8% |