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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 | $136,637 | $91,198+49.8% | $178,503-23.5% | $79,856+71.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.62% | 24.20%-8.6pp | 151.12%-135.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $5,638 | $3,257+73.1% | $5,011+12.5% | $2,471+128.2% |
| Participant deferral / active EE | $8,347 | $3,237+157.9% | $5,202+60.5% | $3,741+123.2% |
| Admin fee / account holder | $315 | $6,748-95.3% | $13,987-97.7% | $5,306-94.1% |