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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 | $165,867 | $102,422+61.9% | $147,117+12.7% | $80,959+104.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.94% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $5,769 | $3,717+55.2% | $4,932+17.0% | $2,757+109.2% |
| Participant deferral / active EE | $7,805 | $6,652+17.3% | $8,065-3.2% | $4,300+81.5% |
| Admin fee / account holder | $1,979 | $7,953-75.1% | $12,993-84.8% | $6,925-71.4% |