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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 | $143,215 | $91,198+57.0% | $178,503-19.8% | $79,856+79.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.71% | 24.20%-9.5pp | 151.12%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $7,241 | $3,257+122.4% | $5,011+44.5% | $2,471+193.0% |
| Participant deferral / active EE | $7,572 | $3,237+134.0% | $5,202+45.6% | $3,741+102.4% |
| Admin fee / account holder | $4,664 | $6,748-30.9% | $13,987-66.7% | $5,306-12.1% |