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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 | $175,454 | $91,198+92.4% | $178,503-1.7% | $79,856+119.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 29.24% | 24.20%+5.0pp | 151.12%-121.9pp | 31.71%-2.5pp |
| Employer contribution / active EE | $5,713 | $3,257+75.4% | $5,011+14.0% | $2,471+131.2% |
| Participant deferral / active EE | $5,820 | $3,237+79.8% | $5,202+11.9% | $3,741+55.6% |
| Admin fee / account holder | $3,927 | $6,748-41.8% | $13,987-71.9% | $5,306-26.0% |