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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 | $145,961 | $76,407+91.0% | $150,298-2.9% | $82,448+77.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.84% | 39.99%-25.2pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $8,087 | $2,614+209.4% | $4,154+94.7% | $2,551+217.0% |
| Participant deferral / active EE | $7,098 | $3,214+120.8% | $5,453+30.2% | $4,139+71.5% |
| Admin fee / account holder | $1,491 | $6,352-76.5% | $14,116-89.4% | $7,234-79.4% |