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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 | $138,652 | $84,236+64.6% | $170,435-18.6% | $70,126+97.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.32% | 23.06%-6.7pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $6,332 | $3,387+86.9% | $5,432+16.6% | $2,343+170.3% |
| Participant deferral / active EE | $4,455 | $3,086+44.4% | $4,939-9.8% | $3,332+33.7% |
| Admin fee / account holder | $5,553 | $5,698-2.6% | $13,881-60.0% | $4,645+19.5% |