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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 | $160,505 | $98,776+62.5% | $149,745+7.2% | $79,856+101.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.75% | 27.38%-12.6pp | 276.72%-262.0pp | 31.71%-17.0pp |
| Employer contribution / active EE | $8,139 | $3,217+153.0% | $4,646+75.2% | $2,471+229.4% |
| Participant deferral / active EE | $10,527 | $5,681+85.3% | $6,843+53.8% | $3,741+181.4% |
| Admin fee / account holder | $8,047 | $6,053+33.0% | $9,312-13.6% | $5,306+51.7% |