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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 | $142,195 | $77,920+82.5% | $149,723-5.0% | $75,177+89.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.22% | 31.72%-15.5pp | 134.50%-118.3pp | 160.75%-144.5pp |
| Employer contribution / active EE | $4,032 | $3,138+28.5% | $4,821-16.4% | $2,671+50.9% |
| Participant deferral / active EE | $12,140 | $3,411+255.9% | $5,682+113.6% | $4,126+194.2% |
| Admin fee / account holder | $8,563 | $5,951+43.9% | $13,215-35.2% | $5,651+51.5% |