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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 | $145,824 | $81,358+79.2% | $155,556-6.3% | $80,959+80.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.34% | 33.39%-18.0pp | 64.84%-49.5pp | 35.67%-20.3pp |
| Employer contribution / active EE | $10,059 | $3,106+223.8% | $4,675+115.1% | $2,757+264.8% |
| Participant deferral / active EE | $5,536 | $3,455+60.2% | $5,631-1.7% | $4,300+28.7% |
| Admin fee / account holder | $547 | $7,994-93.2% | $15,885-96.6% | $6,925-92.1% |