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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 | $150,307 | $84,236+78.4% | $170,435-11.8% | $70,126+114.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.00% | 23.06%-10.1pp | 205.94%-192.9pp | 73.15%-60.2pp |
| Employer contribution / active EE | $11,371 | $3,387+235.7% | $5,432+109.3% | $2,343+385.4% |
| Participant deferral / active EE | $7,831 | $3,086+153.8% | $4,939+58.5% | $3,332+135.0% |
| Admin fee / account holder | $2,859 | $5,698-49.8% | $13,881-79.4% | $4,645-38.5% |