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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 | $143,774 | $95,415+50.7% | $185,851-22.6% | $85,851+67.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.51% | 23.59%-9.1pp | 122.11%-107.6pp | 318.63%-304.1pp |
| Employer contribution / active EE | $11,580 | $3,314+249.4% | $5,168+124.1% | $2,565+351.4% |
| Participant deferral / active EE | $5,934 | $3,424+73.3% | $5,569+6.6% | $3,952+50.1% |
| Admin fee / account holder | $4,036 | $7,215-44.1% | $16,245-75.2% | $6,261-35.5% |