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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 | $168,823 | $78,428+115.3% | $95,960+75.9% | $79,852+111.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.28% | 19.37%-4.1pp | 91.63%-76.3pp | 31.72%-16.4pp |
| Employer contribution / active EE | $5,550 | $1,945+185.3% | $2,541+118.4% | $2,471+124.6% |
| Participant deferral / active EE | $7,217 | $3,440+109.8% | $4,167+73.2% | $3,740+92.9% |
| Admin fee / account holder | $1,432 | $5,622-74.5% | $6,797-78.9% | $5,306-73.0% |