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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 | $168,708 | $77,920+116.5% | $149,723+12.7% | $75,177+124.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.56% | 31.72%-17.2pp | 134.50%-119.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $7,326 | $3,138+133.4% | $4,821+51.9% | $2,671+174.3% |
| Participant deferral / active EE | $6,566 | $3,411+92.5% | $5,682+15.6% | $4,126+59.1% |
| Admin fee / account holder | $772 | $5,951-87.0% | $13,215-94.2% | $5,651-86.3% |