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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 | $170,054 | $81,331+109.1% | $155,534+9.3% | $80,935+110.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.52% | 33.37%-19.8pp | 64.92%-51.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $5,644 | $3,105+81.8% | $4,675+20.7% | $2,757+104.7% |
| Participant deferral / active EE | $8,468 | $3,454+145.1% | $5,630+50.4% | $4,299+96.9% |
| Admin fee / account holder | $1,221 | $7,999-84.7% | $15,900-92.3% | $6,924-82.4% |