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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 | $147,369 | $111,787+31.8% | $93,681+57.3% | $145,978+1.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.35% | 203.52%-187.2pp | 133.47%-117.1pp | 550.52%-534.2pp |
| Employer contribution / active EE | $6,071 | $3,093+96.3% | $2,422+150.7% | $4,662+30.2% |
| Participant deferral / active EE | $6,418 | $4,918+30.5% | $4,415+45.4% | $6,690-4.1% |
| Admin fee / account holder | $3,712 | $10,256-63.8% | $8,290-55.2% | $13,400-72.3% |