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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 | $149,911 | $99,875+50.1% | $146,866+2.1% | $86,983+72.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.20% | 28.10%-6.9pp | 102.85%-81.7pp | 25.83%-4.6pp |
| Employer contribution / active EE | $5,995 | $3,224+85.9% | $4,425+35.5% | $2,584+132.0% |
| Participant deferral / active EE | $11,645 | $6,322+84.2% | $7,759+50.1% | $4,194+177.7% |
| Admin fee / account holder | $3,906 | $7,838-50.2% | $13,620-71.3% | $7,856-50.3% |