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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 | $141,356 | $77,908+81.4% | $149,696-5.6% | $75,173+88.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.55% | 31.73%-16.2pp | 134.46%-118.9pp | 160.72%-145.2pp |
| Employer contribution / active EE | $6,610 | $3,138+110.7% | $4,821+37.1% | $2,671+147.5% |
| Participant deferral / active EE | $4,617 | $3,411+35.4% | $5,682-18.7% | $4,126+11.9% |
| Admin fee / account holder | $28,631 | $5,950+381.2% | $13,212+116.7% | $5,651+406.7% |