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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 | $157,311 | $84,236+86.8% | $170,435-7.7% | $70,126+124.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.82% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $8,746 | $3,387+158.2% | $5,432+61.0% | $2,343+273.4% |
| Participant deferral / active EE | $5,802 | $3,086+88.0% | $4,939+17.5% | $3,332+74.1% |
| Admin fee / account holder | $534 | $5,698-90.6% | $13,881-96.2% | $4,645-88.5% |