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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 | $171,551 | $98,766+73.7% | $149,730+14.6% | $79,852+114.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.33% | 27.43%-10.1pp | 276.70%-259.4pp | 31.72%-14.4pp |
| Employer contribution / active EE | $3,770 | $3,217+17.2% | $4,645-18.8% | $2,471+52.6% |
| Participant deferral / active EE | $9,795 | $5,681+72.4% | $6,843+43.1% | $3,740+161.9% |
| Admin fee / account holder | $310 | $6,052-94.9% | $9,310-96.7% | $5,306-94.2% |