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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 | $141,652 | $99,053+43.0% | $88,179+60.6% | $138,895+2.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.74% | 78.17%-61.4pp | 64.97%-48.2pp | 145.39%-128.7pp |
| Employer contribution / active EE | $10,535 | $2,882+265.5% | $2,549+313.3% | $4,194+151.2% |
| Participant deferral / active EE | $6,389 | $5,225+22.3% | $4,614+38.5% | $6,396-0.1% |
| Admin fee / account holder | $2,726 | $8,748-68.8% | $7,673-64.5% | $12,562-78.3% |