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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 | $157,497 | $84,236+87.0% | $170,435-7.6% | $70,126+124.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.52% | 23.06%-5.5pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $8,811 | $3,387+160.1% | $5,432+62.2% | $2,343+276.1% |
| Participant deferral / active EE | $4,438 | $3,086+43.8% | $4,939-10.1% | $3,332+33.2% |
| Admin fee / account holder | $7,267 | $5,698+27.5% | $13,881-47.6% | $4,645+56.4% |