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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 | $153,669 | $84,236+82.4% | $170,435-9.8% | $70,126+119.1% |
| 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 | $11,395 | $3,387+236.4% | $5,432+109.8% | $2,343+386.4% |
| Participant deferral / active EE | $5,991 | $3,086+94.1% | $4,939+21.3% | $3,332+79.8% |
| Admin fee / account holder | $1,705 | $5,698-70.1% | $13,881-87.7% | $4,645-63.3% |