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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 | $176,936 | $84,236+110.0% | $170,435+3.8% | $70,126+152.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.69% | 23.06%-5.4pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $5,695 | $3,387+68.1% | $5,432+4.8% | $2,343+143.1% |
| Participant deferral / active EE | $3,762 | $3,086+21.9% | $4,939-23.8% | $3,332+12.9% |
| Admin fee / account holder | $3,248 | $5,698-43.0% | $13,881-76.6% | $4,645-30.1% |