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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 | $179,506 | $95,406+88.1% | $185,849-3.4% | $85,847+109.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.99% | 23.59%-11.6pp | 122.10%-110.1pp | 318.61%-306.6pp |
| Employer contribution / active EE | $13,029 | $3,314+293.2% | $5,169+152.1% | $2,565+407.9% |
| Participant deferral / active EE | $8,829 | $3,424+157.9% | $5,569+58.5% | $3,952+123.4% |
| Admin fee / account holder | $9,291 | $7,214+28.8% | $16,244-42.8% | $6,261+48.4% |