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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 | $158,901 | $70,684+124.8% | $169,390-6.2% | $75,173+111.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 22.93% | 36.38%-13.5pp | 406.07%-383.1pp | 160.72%-137.8pp |
| Employer contribution / active EE | $6,795 | $2,211+207.4% | $4,013+69.4% | $2,671+154.4% |
| Participant deferral / active EE | $8,617 | $4,310+100.0% | $6,222+38.5% | $4,126+108.8% |
| Admin fee / account holder | $1,072 | $5,404-80.2% | $9,015-88.1% | $5,651-81.0% |