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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 | $148,172 | $84,233+75.9% | $170,436-13.1% | $70,131+111.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.82% | 23.06%-3.2pp | 205.94%-186.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $11,838 | $3,387+249.5% | $5,433+117.9% | $2,342+405.4% |
| Participant deferral / active EE | $6,992 | $3,086+126.6% | $4,939+41.6% | $3,332+109.9% |
| Admin fee / account holder | $1,397 | $5,698-75.5% | $13,880-89.9% | $4,645-69.9% |