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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 | $167,977 | $89,259+88.2% | $107,187+56.7% | $82,637+103.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.65% | 21.02%-5.4pp | 204.55%-188.9pp | 53.51%-37.9pp |
| Employer contribution / active EE | $4,652 | $3,080+51.0% | $3,782+23.0% | $2,552+82.3% |
| Participant deferral / active EE | $11,362 | $4,037+181.4% | $5,096+122.9% | $4,126+175.4% |
| Admin fee / account holder | $8,309 | $7,381+12.6% | $9,162-9.3% | $7,339+13.2% |