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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 | $142,401 | $76,407+86.4% | $150,298-5.3% | $82,448+72.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.50% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $7,297 | $2,614+179.1% | $4,154+75.6% | $2,551+186.0% |
| Participant deferral / active EE | $6,841 | $3,214+112.8% | $5,453+25.5% | $4,139+65.3% |
| Admin fee / account holder | $11,671 | $6,352+83.7% | $14,116-17.3% | $7,234+61.3% |