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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 | $158,265 | $89,370+77.1% | $141,197+12.1% | $72,976+116.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.93% | 111.88%-87.9pp | 71.41%-47.5pp | 81.02%-57.1pp |
| Employer contribution / active EE | $2,863 | $3,115-8.1% | $4,736-39.5% | $2,440+17.4% |
| Participant deferral / active EE | $8,194 | $5,419+51.2% | $6,710+22.1% | $3,608+127.1% |
| Admin fee / account holder | $10,507 | $5,957+76.4% | $10,265+2.4% | $5,124+105.0% |