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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 | $155,628 | $98,760+57.6% | $149,710+4.0% | $79,860+94.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.75% | 27.43%-8.7pp | 276.63%-257.9pp | 31.72%-13.0pp |
| Employer contribution / active EE | $5,159 | $3,217+60.4% | $4,645+11.1% | $2,471+108.8% |
| Participant deferral / active EE | $17,031 | $5,681+199.8% | $6,842+148.9% | $3,740+355.4% |
| Admin fee / account holder | $3,390 | $6,053-44.0% | $9,309-63.6% | $5,306-36.1% |