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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 | $174,488 | $77,920+123.9% | $149,723+16.5% | $75,177+132.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 25.18% | 31.72%-6.5pp | 134.50%-109.3pp | 160.75%-135.6pp |
| Employer contribution / active EE | $5,999 | $3,138+91.2% | $4,821+24.4% | $2,671+124.6% |
| Participant deferral / active EE | $9,539 | $3,411+179.6% | $5,682+67.9% | $4,126+131.2% |
| Admin fee / account holder | $481 | $5,951-91.9% | $13,215-96.4% | $5,651-91.5% |