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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 | $189,737 | $85,766+121.2% | $136,297+39.2% | $70,131+170.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.60% | 31.45%-12.9pp | 5156.16%-5137.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $12,257 | $2,966+313.3% | $4,696+161.0% | $2,342+423.3% |
| Participant deferral / active EE | $7,063 | $5,051+39.8% | $6,247+13.1% | $3,332+112.0% |
| Admin fee / account holder | $2,179 | $5,420-59.8% | $9,244-76.4% | $4,645-53.1% |