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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 | $142,297 | $88,707+60.4% | $74,184+91.8% | $273,972-48.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 23.96% | 11.94%+12.0pp | 17.74%+6.2pp | 41.46%-17.5pp |
| Employer contribution / active EE | $13,846 | $3,159+338.3% | $2,370+484.2% | $4,869+184.4% |
| Participant deferral / active EE | $8,055 | $4,212+91.3% | $3,550+126.9% | $5,287+52.4% |
| Admin fee / account holder | $551 | $8,717-93.7% | $5,586-90.1% | $10,133-94.6% |