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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 | $146,565 | $53,128+175.9% | $86,582+69.3% | $70,126+109.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.16% | 27.66%-8.5pp | 965.08%-945.9pp | 73.15%-54.0pp |
| Employer contribution / active EE | $5,459 | $2,068+164.0% | $2,839+92.2% | $2,343+133.0% |
| Participant deferral / active EE | $3,197 | $2,695+18.6% | $3,609-11.4% | $3,332-4.0% |
| Admin fee / account holder | $419 | $3,584-88.3% | $4,904-91.5% | $4,645-91.0% |