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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 | $147,615 | $84,236+75.2% | $170,435-13.4% | $70,126+110.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.10% | 23.06%-9.0pp | 205.94%-191.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $12,932 | $3,387+281.8% | $5,432+138.1% | $2,343+452.1% |
| Participant deferral / active EE | $10,643 | $3,086+244.9% | $4,939+115.5% | $3,332+219.4% |
| Admin fee / account holder | $6,198 | $5,698+8.8% | $13,881-55.3% | $4,645+33.4% |