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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 | $162,045 | $93,345+73.6% | $119,126+36.0% | $87,485+85.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 18.91% | 19.08%-0.2pp | 282.11%-263.2pp | 26.06%-7.1pp |
| Employer contribution / active EE | $4,729 | $3,172+49.1% | $4,034+17.2% | $2,596+82.2% |
| Participant deferral / active EE | $4,865 | $4,099+18.7% | $5,318-8.5% | $4,274+13.8% |
| Admin fee / account holder | $1,624 | $8,039-79.8% | $10,693-84.8% | $7,775-79.1% |