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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 | $141,064 | $76,407+84.6% | $150,298-6.1% | $82,448+71.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.94% | 39.99%-25.1pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $8,627 | $2,614+230.0% | $4,154+107.7% | $2,551+238.2% |
| Participant deferral / active EE | $5,127 | $3,214+59.5% | $5,453-6.0% | $4,139+23.9% |
| Admin fee / account holder | $17,001 | $6,352+167.6% | $14,116+20.4% | $7,234+135.0% |