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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 | $145,776 | $93,345+56.2% | $119,126+22.4% | $87,485+66.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 14.60% | 19.08%-4.5pp | 282.11%-267.5pp | 26.06%-11.5pp |
| Employer contribution / active EE | $6,783 | $3,172+113.9% | $4,034+68.2% | $2,596+161.2% |
| Participant deferral / active EE | $2,297 | $4,099-44.0% | $5,318-56.8% | $4,274-46.3% |
| Admin fee / account holder | $11,901 | $8,039+48.0% | $10,693+11.3% | $7,775+53.1% |