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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 | $154,303 | $98,776+56.2% | $149,745+3.0% | $79,856+93.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.79% | 27.38%-10.6pp | 276.72%-259.9pp | 31.71%-14.9pp |
| Employer contribution / active EE | $11,256 | $3,217+249.9% | $4,646+142.3% | $2,471+355.5% |
| Participant deferral / active EE | $6,980 | $5,681+22.9% | $6,843+2.0% | $3,741+86.6% |
| Admin fee / account holder | $2,188 | $6,053-63.9% | $9,312-76.5% | $5,306-58.8% |