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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 | $171,701 | $87,132+97.1% | $105,624+62.6% | $80,959+112.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 13.70% | 17.03%-3.3pp | 116.20%-102.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $9,313 | $2,397+288.6% | $3,168+194.0% | $2,757+237.8% |
| Participant deferral / active EE | $6,900 | $3,985+73.1% | $5,013+37.7% | $4,300+60.5% |
| Admin fee / account holder | $1,659 | $8,449-80.4% | $10,961-84.9% | $6,925-76.0% |