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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 | $162,770 | $100,901+61.3% | $75,501+115.6% | $147,586+10.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 13.13% | 35.78%-22.7pp | 27.35%-14.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $8,553 | $3,253+162.9% | $2,352+263.7% | $4,876+75.4% |
| Participant deferral / active EE | $6,919 | $4,027+71.8% | $3,142+120.2% | $5,439+27.2% |
| Admin fee / account holder | $645 | $11,285-94.3% | $5,801-88.9% | $10,886-94.1% |