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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 | $156,240 | $78,690+98.6% | $161,489-3.3% | $87,485+78.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.52% | 32.74%-19.2pp | 89.72%-76.2pp | 26.06%-12.5pp |
| Employer contribution / active EE | $7,028 | $2,588+171.5% | $4,268+64.6% | $2,596+170.7% |
| Participant deferral / active EE | $5,223 | $3,311+57.7% | $5,630-7.2% | $4,274+22.2% |
| Admin fee / account holder | $1,389 | $6,724-79.3% | $16,006-91.3% | $7,775-82.1% |