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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 | $171,497 | $102,385+67.5% | $147,080+16.6% | $80,935+111.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.35% | 135.09%-122.7pp | 420.17%-407.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $6,615 | $3,717+78.0% | $4,933+34.1% | $2,757+140.0% |
| Participant deferral / active EE | $9,807 | $6,651+47.5% | $8,066+21.6% | $4,299+128.1% |
| Admin fee / account holder | $6,355 | $7,951-20.1% | $12,989-51.1% | $6,924-8.2% |