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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 | $146,452 | $84,236+73.9% | $170,435-14.1% | $70,126+108.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.17% | 23.06%-5.9pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $20,148 | $3,387+494.8% | $5,432+270.9% | $2,343+760.1% |
| Participant deferral / active EE | $16,105 | $3,086+421.9% | $4,939+226.0% | $3,332+383.4% |
| Admin fee / account holder | $32,584 | $5,698+471.8% | $13,881+134.7% | $4,645+601.4% |