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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 | $134,626 | $69,248+94.4% | $64,101+110.0% | $139,466-3.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.45% | 45.95%-25.5pp | 33.72%-13.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $4,398 | $3,185+38.1% | $2,749+60.0% | $4,754-7.5% |
| Participant deferral / active EE | $4,336 | $4,682-7.4% | $3,881+11.7% | $6,712-35.4% |
| Admin fee / account holder | $2,206 | $4,247-48.1% | $3,070-28.2% | $11,409-80.7% |