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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 | $127,139 | $78,707+61.5% | $117,861+7.9% | $70,126+81.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.73% | 23.30%-8.6pp | 335.11%-320.4pp | 73.15%-58.4pp |
| Employer contribution / active EE | $8,318 | $2,223+274.1% | $3,786+119.7% | $2,343+255.1% |
| Participant deferral / active EE | $6,468 | $3,297+96.2% | $4,482+44.3% | $3,332+94.1% |
| Admin fee / account holder | $2,178 | $5,066-57.0% | $8,021-72.8% | $4,645-53.1% |