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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 | $155,215 | $89,370+73.7% | $141,197+9.9% | $72,976+112.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.03% | 111.88%-88.8pp | 71.41%-48.4pp | 81.02%-58.0pp |
| Employer contribution / active EE | $9,495 | $3,115+204.8% | $4,736+100.5% | $2,440+289.1% |
| Participant deferral / active EE | $8,375 | $5,419+54.5% | $6,710+24.8% | $3,608+132.1% |
| Admin fee / account holder | $3,435 | $5,957-42.3% | $10,265-66.5% | $5,124-33.0% |