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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 | $146,503 | $96,731+51.5% | $123,973+18.2% | $86,983+68.4% |
| Participation rate | 95.8% | 70.0%+25.8pp | 76.7%+19.1pp | 69.5%+26.2pp |
| Annual return | 14.99% | 17.33%-2.3pp | 388.13%-373.1pp | 25.83%-10.8pp |
| Employer contribution / active EE | $10,381 | $3,297+214.8% | $4,126+151.6% | $2,584+301.7% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,785 | $8,722-22.2% | $11,799-42.5% | $7,856-13.6% |