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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 | $141,974 | $63,346+124.1% | $92,240+53.9% | $70,126+102.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.30% | 530.19%-516.9pp | 176.29%-163.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $4,677 | $2,471+89.2% | $3,680+27.1% | $2,343+99.6% |
| Participant deferral / active EE | $7,041 | $2,854+146.7% | $3,897+80.7% | $3,332+111.3% |
| Admin fee / account holder | $3,692 | $3,841-3.9% | $5,194-28.9% | $4,645-20.5% |