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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 | $155,827 | $89,367+74.4% | $141,191+10.4% | $72,975+113.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.46% | 111.87%-89.4pp | 71.41%-48.9pp | 81.01%-58.6pp |
| Employer contribution / active EE | $6,859 | $3,115+120.2% | $4,736+44.8% | $2,440+181.1% |
| Participant deferral / active EE | $10,100 | $5,419+86.4% | $6,710+50.5% | $3,608+180.0% |
| Admin fee / account holder | $1,663 | $5,957-72.1% | $10,264-83.8% | $5,124-67.5% |