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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 | $148,855 | $95,406+56.0% | $185,849-19.9% | $85,847+73.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.24% | 23.59%-8.3pp | 122.10%-106.9pp | 318.61%-303.4pp |
| Employer contribution / active EE | $6,937 | $3,314+109.3% | $5,169+34.2% | $2,565+170.4% |
| Participant deferral / active EE | $5,709 | $3,424+66.7% | $5,569+2.5% | $3,952+44.4% |
| Admin fee / account holder | $3,521 | $7,214-51.2% | $16,244-78.3% | $6,261-43.8% |