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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 | $138,881 | $77,901+78.3% | $149,717-7.2% | $75,181+84.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.96% | 31.73%-7.8pp | 134.41%-110.4pp | 160.69%-136.7pp |
| Employer contribution / active EE | $6,141 | $3,137+95.7% | $4,820+27.4% | $2,671+130.0% |
| Participant deferral / active EE | $7,456 | $3,411+118.6% | $5,682+31.2% | $4,126+80.7% |
| Admin fee / account holder | $4,710 | $5,949-20.8% | $13,213-64.4% | $5,650-16.6% |