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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 | $114,490 | $77,908+47.0% | $149,696-23.5% | $75,173+52.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.93% | 31.73%-6.8pp | 134.46%-109.5pp | 160.72%-135.8pp |
| Employer contribution / active EE | $3,349 | $3,138+6.7% | $4,821-30.5% | $2,671+25.4% |
| Participant deferral / active EE | $7,228 | $3,411+111.9% | $5,682+27.2% | $4,126+75.2% |
| Admin fee / account holder | $1,447 | $5,950-75.7% | $13,212-89.1% | $5,651-74.4% |