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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 | $164,486 | $91,198+80.4% | $178,503-7.9% | $79,856+106.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 26.69% | 24.20%+2.5pp | 151.12%-124.4pp | 31.71%-5.0pp |
| Employer contribution / active EE | $9,154 | $3,257+181.1% | $5,011+82.7% | $2,471+270.4% |
| Participant deferral / active EE | $5,629 | $3,237+73.9% | $5,202+8.2% | $3,741+50.5% |
| Admin fee / account holder | $926 | $6,748-86.3% | $13,987-93.4% | $5,306-82.6% |