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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 | $182,087 | $93,598+94.5% | $135,974+33.9% | $75,173+142.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.18% | 30.89%-9.7pp | 68.30%-47.1pp | 160.72%-139.5pp |
| Employer contribution / active EE | $18,833 | $3,538+432.3% | $4,859+287.6% | $2,671+605.1% |
| Participant deferral / active EE | $13,618 | $6,405+112.6% | $7,760+75.5% | $4,126+230.0% |
| Admin fee / account holder | $4,347 | $6,978-37.7% | $10,767-59.6% | $5,651-23.1% |