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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 | $143,706 | $91,198+57.6% | $178,503-19.5% | $79,856+80.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.44% | 24.20%-9.8pp | 151.12%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $5,484 | $3,257+68.4% | $5,011+9.4% | $2,471+121.9% |
| Participant deferral / active EE | $3,871 | $3,237+19.6% | $5,202-25.6% | $3,741+3.5% |
| Admin fee / account holder | $8,311 | $6,748+23.2% | $13,987-40.6% | $5,306+56.6% |