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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 | $147,410 | $100,003+47.4% | $146,685+0.5% | $85,856+71.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.39% | 18.93%-5.5pp | 22.75%-9.4pp | 318.58%-305.2pp |
| Employer contribution / active EE | $5,629 | $2,559+120.0% | $4,137+36.1% | $2,565+119.4% |
| Participant deferral / active EE | $3,711 | $4,006-7.4% | $5,507-32.6% | $3,952-6.1% |
| Admin fee / account holder | $8,771 | $7,704+13.9% | $10,281-14.7% | $6,261+40.1% |