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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 | $134,313 | $101,752+32.0% | $164,928-18.6% | $80,911+66.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 16.43% | 16.73%-0.3pp | 70.08%-53.7pp | 35.63%-19.2pp |
| Employer contribution / active EE | $9,362 | $2,953+217.0% | $4,343+115.5% | $2,756+239.7% |
| Participant deferral / active EE | $10,258 | $4,477+129.1% | $6,034+70.0% | $4,297+138.7% |
| Admin fee / account holder | $559 | $8,218-93.2% | $12,684-95.6% | $6,935-91.9% |