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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 | $175,762 | $84,236+108.7% | $170,435+3.1% | $70,126+150.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.31% | 23.06%-4.7pp | 205.94%-187.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $8,850 | $3,387+161.3% | $5,432+62.9% | $2,343+277.8% |
| Participant deferral / active EE | $10,069 | $3,086+226.3% | $4,939+103.9% | $3,332+202.2% |
| Admin fee / account holder | $6,304 | $5,698+10.6% | $13,881-54.6% | $4,645+35.7% |