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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 | $170,963 | $98,766+73.1% | $149,730+14.2% | $79,852+114.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.40% | 27.43%-10.0pp | 276.70%-259.3pp | 31.72%-14.3pp |
| Employer contribution / active EE | $6,640 | $3,217+106.4% | $4,645+42.9% | $2,471+168.7% |
| Participant deferral / active EE | $5,834 | $5,681+2.7% | $6,843-14.7% | $3,740+56.0% |
| Admin fee / account holder | $657 | $6,052-89.2% | $9,310-92.9% | $5,306-87.6% |