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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 | $142,986 | $98,776+44.8% | $149,745-4.5% | $79,856+79.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.47% | 27.38%-5.9pp | 276.72%-255.2pp | 31.71%-10.2pp |
| Employer contribution / active EE | $6,620 | $3,217+105.8% | $4,646+42.5% | $2,471+167.9% |
| Participant deferral / active EE | $9,718 | $5,681+71.0% | $6,843+42.0% | $3,741+159.8% |
| Admin fee / account holder | $3,002 | $6,053-50.4% | $9,312-67.8% | $5,306-43.4% |