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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 | $145,465 | $77,908+86.7% | $149,696-2.8% | $75,173+93.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.15% | 31.73%-14.6pp | 134.46%-117.3pp | 160.72%-143.6pp |
| Employer contribution / active EE | $9,116 | $3,138+190.5% | $4,821+89.1% | $2,671+241.3% |
| Participant deferral / active EE | $7,493 | $3,411+119.7% | $5,682+31.9% | $4,126+81.6% |
| Admin fee / account holder | $17,293 | $5,950+190.7% | $13,212+30.9% | $5,651+206.0% |