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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 | $188,277 | $84,236+123.5% | $170,435+10.5% | $70,126+168.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 22.09% | 23.06%-1.0pp | 205.94%-183.8pp | 73.15%-51.1pp |
| Employer contribution / active EE | $4,499 | $3,387+32.8% | $5,432-17.2% | $2,343+92.1% |
| Participant deferral / active EE | $3,938 | $3,086+27.6% | $4,939-20.3% | $3,332+18.2% |
| Admin fee / account holder | $3,196 | $5,698-43.9% | $13,881-77.0% | $4,645-31.2% |