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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 | $151,573 | $77,920+94.5% | $149,723+1.2% | $75,177+101.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.59% | 31.72%-15.1pp | 134.50%-117.9pp | 160.75%-144.2pp |
| Employer contribution / active EE | $7,759 | $3,138+147.2% | $4,821+60.9% | $2,671+190.5% |
| Participant deferral / active EE | $4,202 | $3,411+23.2% | $5,682-26.1% | $4,126+1.8% |
| Admin fee / account holder | $2,930 | $5,951-50.8% | $13,215-77.8% | $5,651-48.2% |