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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 | $136,247 | $81,233+67.7% | $155,567-12.4% | $80,874+68.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.89% | 33.33%-17.4pp | 64.74%-48.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $14,141 | $3,101+356.0% | $4,674+202.5% | $2,756+413.2% |
| Participant deferral / active EE | $7,349 | $3,452+112.9% | $5,628+30.6% | $4,297+71.0% |
| Admin fee / account holder | $2,046 | $7,998-74.4% | $15,916-87.1% | $6,935-70.5% |