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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 | $148,112 | $78,423+88.9% | $95,964+54.3% | $79,856+85.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.88% | 19.37%-8.5pp | 91.64%-80.8pp | 31.71%-20.8pp |
| Employer contribution / active EE | $5,847 | $1,945+200.6% | $2,541+130.1% | $2,471+136.6% |
| Participant deferral / active EE | $6,995 | $3,440+103.3% | $4,167+67.9% | $3,741+87.0% |
| Admin fee / account holder | $1,506 | $5,622-73.2% | $6,797-77.8% | $5,306-71.6% |