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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 | $157,207 | $77,901+101.8% | $149,717+5.0% | $75,181+109.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.98% | 31.73%-13.7pp | 134.41%-116.4pp | 160.69%-142.7pp |
| Employer contribution / active EE | $7,500 | $3,137+139.0% | $4,820+55.6% | $2,671+180.8% |
| Participant deferral / active EE | $5,705 | $3,411+67.3% | $5,682+0.4% | $4,126+38.3% |
| Admin fee / account holder | $1,394 | $5,949-76.6% | $13,213-89.5% | $5,650-75.3% |