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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 | $172,669 | $84,236+105.0% | $170,435+1.3% | $70,126+146.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.60% | 23.06%-6.5pp | 205.94%-189.3pp | 73.15%-56.6pp |
| Employer contribution / active EE | $5,876 | $3,387+73.5% | $5,432+8.2% | $2,343+150.8% |
| Participant deferral / active EE | $4,364 | $3,086+41.4% | $4,939-11.7% | $3,332+31.0% |
| Admin fee / account holder | $7,038 | $5,698+23.5% | $13,881-49.3% | $4,645+51.5% |