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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 | $157,289 | $105,198+49.5% | $159,455-1.4% | $85,856+83.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 15.85% | 45.08%-29.2pp | 263.63%-247.8pp | 318.58%-302.7pp |
| Employer contribution / active EE | $11,762 | $3,319+254.4% | $4,830+143.5% | $2,565+358.5% |
| Participant deferral / active EE | $11,934 | $5,946+100.7% | $7,353+62.3% | $3,952+202.0% |
| Admin fee / account holder | $997 | $6,934-85.6% | $10,800-90.8% | $6,261-84.1% |