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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 | $168,469 | $73,638+128.8% | $108,405+55.4% | $79,391+112.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 32.82% | 33.27%-0.4pp | 905.55%-872.7pp | 116.88%-84.1pp |
| Employer contribution / active EE | $5,053 | $2,397+110.8% | $3,559+42.0% | $2,428+108.1% |
| Participant deferral / active EE | $12,067 | $6,218+94.1% | $6,563+83.9% | $4,046+198.3% |
| Admin fee / account holder | $2,287 | $638+258.4% | $7,297-68.7% | $627+265.1% |