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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 | $147,046 | $75,183+95.6% | $123,894+18.7% | $55,167+166.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 10.13% | 19.01%-8.9pp | 47.52%-37.4pp | 169.23%-159.1pp |
| Employer contribution / active EE | $5,940 | $2,823+110.4% | $4,617+28.7% | $1,963+202.7% |
| Participant deferral / active EE | $7,441 | $5,084+46.4% | $5,984+24.3% | $3,054+143.6% |
| Admin fee / account holder | $6,837 | $663+932.0% | $8,357-18.2% | $504+1256.8% |