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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 | $188,186 | $93,617+101.0% | $135,982+38.4% | $75,177+150.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.72% | 30.89%-8.2pp | 68.32%-45.6pp | 160.75%-138.0pp |
| Employer contribution / active EE | $4,727 | $3,538+33.6% | $4,859-2.7% | $2,671+77.0% |
| Participant deferral / active EE | $11,473 | $6,406+79.1% | $7,760+47.9% | $4,126+178.0% |
| Admin fee / account holder | $1,740 | $6,980-75.1% | $10,767-83.8% | $5,651-69.2% |