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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 | $161,666 | $77,908+107.5% | $149,696+8.0% | $75,173+115.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.11% | 31.73%-14.6pp | 134.46%-117.3pp | 160.72%-143.6pp |
| Employer contribution / active EE | $6,794 | $3,138+116.5% | $4,821+40.9% | $2,671+154.4% |
| Participant deferral / active EE | $6,482 | $3,411+90.0% | $5,682+14.1% | $4,126+57.1% |
| Admin fee / account holder | $4,378 | $5,950-26.4% | $13,212-66.9% | $5,651-22.5% |