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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 | $148,384 | $98,766+50.2% | $149,730-0.9% | $79,852+85.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.70% | 27.43%-5.7pp | 276.70%-255.0pp | 31.72%-10.0pp |
| Employer contribution / active EE | $2,649 | $3,217-17.7% | $4,645-43.0% | $2,471+7.2% |
| Participant deferral / active EE | $7,719 | $5,681+35.9% | $6,843+12.8% | $3,740+106.4% |
| Admin fee / account holder | $661 | $6,052-89.1% | $9,310-92.9% | $5,306-87.5% |