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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 | $149,095 | $91,198+63.5% | $178,503-16.5% | $79,856+86.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.43% | 24.20%-11.8pp | 151.12%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $6,069 | $3,257+86.4% | $5,011+21.1% | $2,471+145.6% |
| Participant deferral / active EE | $5,599 | $3,237+73.0% | $5,202+7.6% | $3,741+49.7% |
| Admin fee / account holder | $1,406 | $6,748-79.2% | $13,987-89.9% | $5,306-73.5% |