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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 | $130,271 | $84,236+54.6% | $170,435-23.6% | $70,126+85.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.25% | 23.06%-4.8pp | 205.94%-187.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $7,082 | $3,387+109.1% | $5,432+30.4% | $2,343+202.3% |
| Participant deferral / active EE | $7,574 | $3,086+145.4% | $4,939+53.3% | $3,332+127.3% |
| Admin fee / account holder | $2,891 | $5,698-49.3% | $13,881-79.2% | $4,645-37.8% |