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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 | $171,757 | $86,298+99.0% | $111,308+54.3% | $85,847+100.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.42% | 19.99%-5.6pp | 54.67%-40.2pp | 318.61%-304.2pp |
| Employer contribution / active EE | $6,956 | $2,044+240.4% | $2,732+154.6% | $2,565+171.2% |
| Participant deferral / active EE | $9,630 | $3,641+164.5% | $4,487+114.6% | $3,952+143.7% |
| Admin fee / account holder | $7,187 | $8,189-12.2% | $7,965-9.8% | $6,261+14.8% |