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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 | $168,547 | $95,415+76.6% | $185,851-9.3% | $85,851+96.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.43% | 23.59%-7.2pp | 122.11%-105.7pp | 318.63%-302.2pp |
| Employer contribution / active EE | $7,063 | $3,314+113.1% | $5,168+36.7% | $2,565+175.3% |
| Participant deferral / active EE | $5,212 | $3,424+52.2% | $5,569-6.4% | $3,952+31.9% |
| Admin fee / account holder | $4,476 | $7,215-38.0% | $16,245-72.4% | $6,261-28.5% |