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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 | $113,166 | $68,398+65.5% | $94,664+19.5% | $75,173+50.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 19.31% | 616.72%-597.4pp | 156.84%-137.5pp | 160.72%-141.4pp |
| Employer contribution / active EE | $3,706 | $2,701+37.2% | $3,673+0.9% | $2,671+38.8% |
| Participant deferral / active EE | $12,604 | $6,537+92.8% | $7,417+69.9% | $4,126+205.5% |
| Admin fee / account holder | $6,380 | $5,324+19.8% | $7,222-11.6% | $5,651+12.9% |