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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 | $147,285 | $106,923+37.7% | $84,023+75.3% | $152,909-3.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 15.67% | 105.02%-89.3pp | 71.32%-55.6pp | 345.46%-329.8pp |
| Employer contribution / active EE | $1,290 | $2,735-52.8% | $1,984-35.0% | $4,764-72.9% |
| Participant deferral / active EE | $994 | $4,013-75.2% | $3,239-69.3% | $5,851-83.0% |
| Admin fee / account holder | $1,680 | $8,289-79.7% | $6,102-72.5% | $11,601-85.5% |