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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 | $138,113 | $77,901+77.3% | $149,717-7.8% | $75,181+83.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.43% | 31.73%-11.3pp | 134.41%-114.0pp | 160.69%-140.3pp |
| Employer contribution / active EE | $9,015 | $3,137+187.4% | $4,820+87.1% | $2,671+237.6% |
| Participant deferral / active EE | $5,258 | $3,411+54.1% | $5,682-7.5% | $4,126+27.4% |
| Admin fee / account holder | $5,666 | $5,949-4.8% | $13,213-57.1% | $5,650+0.3% |