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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 | $70,666+124.9% | $169,385-6.2% | $75,181+111.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 22.93% | 36.37%-13.4pp | 405.82%-382.9pp | 160.69%-137.8pp |
| Employer contribution / active EE | $6,795 | $2,210+207.5% | $4,012+69.4% | $2,671+154.5% |
| Participant deferral / active EE | $8,617 | $4,308+100.0% | $6,221+38.5% | $4,126+108.9% |
| Admin fee / account holder | $1,072 | $5,402-80.2% | $9,011-88.1% | $5,650-81.0% |