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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 | $175,664 | $102,385+71.6% | $147,080+19.4% | $80,935+117.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 25.54% | 135.09%-109.6pp | 420.17%-394.6pp | 35.66%-10.1pp |
| Employer contribution / active EE | $3,438 | $3,717-7.5% | $4,933-30.3% | $2,757+24.7% |
| Participant deferral / active EE | $11,550 | $6,651+73.7% | $8,066+43.2% | $4,299+168.6% |
| Admin fee / account holder | $10,484 | $7,951+31.8% | $12,989-19.3% | $6,924+51.4% |