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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 | $156,044 | $77,638+101.0% | $156,551-0.3% | $62,881+148.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.11% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $14,831 | $3,444+330.7% | $5,501+169.6% | $2,281+550.2% |
| Participant deferral / active EE | $9,520 | $3,046+212.6% | $4,871+95.4% | $3,203+197.2% |
| Admin fee / account holder | $1,183 | $5,561-78.7% | $13,028-90.9% | $4,296-72.5% |