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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 | $179,619 | $93,586+91.9% | $135,925+32.1% | $75,173+138.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.41% | 30.90%-15.5pp | 68.25%-52.8pp | 160.65%-145.2pp |
| Employer contribution / active EE | $9,013 | $3,537+154.8% | $4,857+85.6% | $2,670+237.5% |
| Participant deferral / active EE | $9,208 | $6,405+43.8% | $7,759+18.7% | $4,126+123.2% |
| Admin fee / account holder | $1,254 | $6,977-82.0% | $10,764-88.3% | $5,651-77.8% |