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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 | $155,539 | $75,962+104.8% | $154,108+0.9% | $64,173+142.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 11.18% | 30.32%-19.1pp | 735.21%-724.0pp | 7.63%+3.5pp |
| Employer contribution / active EE | $5,616 | $3,350+67.6% | $5,298+6.0% | $2,381+135.9% |
| Participant deferral / active EE | $7,630 | $3,175+140.3% | $5,081+50.2% | $3,470+119.9% |
| Admin fee / account holder | $900 | $5,589-83.9% | $13,411-93.3% | $4,887-81.6% |