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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 | $113,391 | $77,908+45.5% | $149,696-24.3% | $75,173+50.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.13% | 31.73%-14.6pp | 134.46%-117.3pp | 160.72%-143.6pp |
| Employer contribution / active EE | $5,622 | $3,138+79.2% | $4,821+16.6% | $2,671+110.5% |
| Participant deferral / active EE | $5,356 | $3,411+57.0% | $5,682-5.7% | $4,126+29.8% |
| Admin fee / account holder | $428 | $5,950-92.8% | $13,212-96.8% | $5,651-92.4% |