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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 | $166,879 | $98,760+69.0% | $149,715+11.5% | $79,858+109.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.35% | 27.43%-11.1pp | 276.66%-260.3pp | 31.72%-15.4pp |
| Employer contribution / active EE | $6,393 | $3,217+98.7% | $4,645+37.6% | $2,471+158.7% |
| Participant deferral / active EE | $15,283 | $5,681+169.0% | $6,842+123.4% | $3,740+308.6% |
| Admin fee / account holder | $8,985 | $6,053+48.4% | $9,310-3.5% | $5,306+69.3% |