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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 | $166,946 | $105,200+58.7% | $159,474+4.7% | $85,847+94.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.63% | 45.08%-31.4pp | 263.68%-250.0pp | 318.61%-305.0pp |
| Employer contribution / active EE | $3,488 | $3,319+5.1% | $4,831-27.8% | $2,565+36.0% |
| Participant deferral / active EE | $8,087 | $5,946+36.0% | $7,353+10.0% | $3,952+104.6% |
| Admin fee / account holder | $4,758 | $6,934-31.4% | $10,802-56.0% | $6,261-24.0% |