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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 | $154,586 | $98,766+56.5% | $149,730+3.2% | $79,852+93.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.65% | 27.43%-8.8pp | 276.70%-258.1pp | 31.72%-13.1pp |
| Employer contribution / active EE | $7,633 | $3,217+137.3% | $4,645+64.3% | $2,471+208.9% |
| Participant deferral / active EE | $9,050 | $5,681+59.3% | $6,843+32.3% | $3,740+141.9% |
| Admin fee / account holder | $888 | $6,052-85.3% | $9,310-90.5% | $5,306-83.3% |