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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 | $150,527 | $95,406+57.8% | $185,849-19.0% | $85,847+75.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 20.61% | 23.59%-3.0pp | 122.10%-101.5pp | 318.61%-298.0pp |
| Employer contribution / active EE | $4,438 | $3,314+33.9% | $5,169-14.1% | $2,565+73.0% |
| Participant deferral / active EE | $3,826 | $3,424+11.7% | $5,569-31.3% | $3,952-3.2% |
| Admin fee / account holder | $5,238 | $7,214-27.4% | $16,244-67.8% | $6,261-16.3% |