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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 | $168,934 | $109,359+54.5% | $162,185+4.2% | $72,976+131.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.96% | 25.46%-0.5pp | 115.61%-90.6pp | 81.02%-56.1pp |
| Employer contribution / active EE | $9,597 | $3,907+145.6% | $5,613+71.0% | $2,440+293.3% |
| Participant deferral / active EE | $17,903 | $5,481+226.6% | $7,297+145.4% | $3,608+396.3% |
| Admin fee / account holder | $5,481 | $7,972-31.2% | $10,844-49.5% | $5,124+7.0% |