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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 | $139,613 | $105,210+32.7% | $159,487-12.5% | $85,851+62.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 27.28% | 45.08%-17.8pp | 263.71%-236.4pp | 318.63%-291.4pp |
| Employer contribution / active EE | $3,736 | $3,319+12.6% | $4,831-22.7% | $2,565+45.6% |
| Participant deferral / active EE | $14,766 | $5,946+148.3% | $7,354+100.8% | $3,952+273.6% |
| Admin fee / account holder | $6,749 | $6,934-2.7% | $10,804-37.5% | $6,261+7.8% |