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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 | $81,276+67.6% | $155,574-12.4% | $80,925+68.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.89% | 33.36%-17.5pp | 64.87%-49.0pp | 35.65%-19.8pp |
| Employer contribution / active EE | $14,141 | $3,103+355.7% | $4,676+202.4% | $2,756+413.0% |
| Participant deferral / active EE | $7,349 | $3,453+112.8% | $5,629+30.6% | $4,299+71.0% |
| Admin fee / account holder | $2,046 | $7,993-74.4% | $15,914-87.1% | $6,940-70.5% |