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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 | $155,568 | $84,236+84.7% | $170,435-8.7% | $70,126+121.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.30% | 23.06%-5.8pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $31,869 | $3,387+840.9% | $5,432+486.6% | $2,343+1260.5% |
| Participant deferral / active EE | $19,778 | $3,086+540.9% | $4,939+300.4% | $3,332+493.6% |
| Admin fee / account holder | $972 | $5,698-82.9% | $13,881-93.0% | $4,645-79.1% |