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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 | $165,874 | $98,766+67.9% | $149,730+10.8% | $79,852+107.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.84% | 27.43%-8.6pp | 276.70%-257.9pp | 31.72%-12.9pp |
| Employer contribution / active EE | $5,492 | $3,217+70.7% | $4,645+18.2% | $2,471+122.2% |
| Participant deferral / active EE | $9,027 | $5,681+58.9% | $6,843+31.9% | $3,740+141.3% |
| Admin fee / account holder | $2,847 | $6,052-53.0% | $9,310-69.4% | $5,306-46.4% |