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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 | $167,705 | $77,416+116.6% | $69,464+141.4% | $152,897+9.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 28.14% | 39.08%-10.9pp | 28.98%-0.8pp | 345.43%-317.3pp |
| Employer contribution / active EE | $5,049 | $3,315+52.3% | $2,779+81.7% | $4,764+6.0% |
| Participant deferral / active EE | $4,116 | $4,413-6.7% | $3,536+16.4% | $5,851-29.7% |
| Admin fee / account holder | $835 | $6,208-86.6% | $3,840-78.3% | $11,599-92.8% |