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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 | $169,597 | $99,875+69.8% | $146,866+15.5% | $86,983+95.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.29% | 28.10%-9.8pp | 102.85%-84.6pp | 25.83%-7.5pp |
| Employer contribution / active EE | $11,349 | $3,224+252.0% | $4,425+156.5% | $2,584+339.1% |
| Participant deferral / active EE | $9,676 | $6,322+53.0% | $7,759+24.7% | $4,194+130.7% |
| Admin fee / account holder | $2,261 | $7,838-71.2% | $13,620-83.4% | $7,856-71.2% |