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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 | $139,769 | $99,053+41.1% | $88,179+58.5% | $138,895+0.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.04% | 78.17%-63.1pp | 64.97%-49.9pp | 145.39%-130.4pp |
| Employer contribution / active EE | $6,891 | $2,882+139.1% | $2,549+170.3% | $4,194+64.3% |
| Participant deferral / active EE | $27,000 | $5,225+416.7% | $4,614+485.2% | $6,396+322.1% |
| Admin fee / account holder | $2,239 | $8,748-74.4% | $7,673-70.8% | $12,562-82.2% |