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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 | $154,957 | $95,406+62.4% | $185,849-16.6% | $85,847+80.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.58% | 23.59%-8.0pp | 122.10%-106.5pp | 318.61%-303.0pp |
| Employer contribution / active EE | $6,119 | $3,314+84.7% | $5,169+18.4% | $2,565+138.5% |
| Participant deferral / active EE | $5,003 | $3,424+46.1% | $5,569-10.2% | $3,952+26.6% |
| Admin fee / account holder | $83,398 | $7,214+1056.0% | $16,244+413.4% | $6,261+1232.1% |