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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 | $147,792 | $75,541+95.6% | $152,093-2.8% | $82,637+78.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.84% | 32.56%-16.7pp | 66.36%-50.5pp | 53.51%-37.7pp |
| Employer contribution / active EE | $9,831 | $2,622+274.9% | $4,175+135.5% | $2,552+285.2% |
| Participant deferral / active EE | $6,065 | $3,206+89.2% | $5,451+11.3% | $4,126+47.0% |
| Admin fee / account holder | $3,001 | $6,405-53.1% | $14,497-79.3% | $7,339-59.1% |