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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 | $147,409 | $78,423+88.0% | $95,964+53.6% | $79,856+84.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.49% | 19.37%-0.9pp | 91.64%-73.2pp | 31.71%-13.2pp |
| Employer contribution / active EE | $7,228 | $1,945+271.5% | $2,541+184.4% | $2,471+192.5% |
| Participant deferral / active EE | $7,272 | $3,440+111.4% | $4,167+74.5% | $3,741+94.4% |
| Admin fee / account holder | $2,000 | $5,622-64.4% | $6,797-70.6% | $5,306-62.3% |