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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 | $126,979 | $84,236+50.7% | $170,435-25.5% | $70,126+81.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.58% | 23.06%-5.5pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $7,458 | $3,387+120.2% | $5,432+37.3% | $2,343+218.4% |
| Participant deferral / active EE | $5,057 | $3,086+63.9% | $4,939+2.4% | $3,332+51.8% |
| Admin fee / account holder | $3,683 | $5,698-35.4% | $13,881-73.5% | $4,645-20.7% |