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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 | $175,910 | $84,236+108.8% | $170,439+3.2% | $70,124+150.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.31% | 23.06%-5.8pp | 205.94%-188.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $8,459 | $3,387+149.7% | $5,433+55.7% | $2,342+261.1% |
| Participant deferral / active EE | $5,724 | $3,086+85.5% | $4,939+15.9% | $3,332+71.8% |
| Admin fee / account holder | $2,270 | $5,698-60.2% | $13,881-83.6% | $4,645-51.1% |