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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 | $143,527 | $84,236+70.4% | $170,435-15.8% | $70,126+104.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.23% | 23.06%-4.8pp | 205.94%-187.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $8,048 | $3,387+137.6% | $5,432+48.1% | $2,343+243.6% |
| Participant deferral / active EE | $4,864 | $3,086+57.6% | $4,939-1.5% | $3,332+46.0% |
| Admin fee / account holder | $7,140 | $5,698+25.3% | $13,881-48.6% | $4,645+53.7% |