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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 | $159,672 | $98,766+61.7% | $149,730+6.6% | $79,852+100.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.29% | 27.43%-2.1pp | 276.70%-251.4pp | 31.72%-6.4pp |
| Employer contribution / active EE | $5,581 | $3,217+73.5% | $4,645+20.1% | $2,471+125.8% |
| Participant deferral / active EE | $11,483 | $5,681+102.1% | $6,843+67.8% | $3,740+207.0% |
| Admin fee / account holder | $8,672 | $6,052+43.3% | $9,310-6.9% | $5,306+63.4% |