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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 | $150,687 | $84,233+78.9% | $170,436-11.6% | $70,131+114.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.24% | 23.06%-9.8pp | 205.94%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $7,321 | $3,387+116.1% | $5,433+34.8% | $2,342+212.5% |
| Participant deferral / active EE | $3,471 | $3,086+12.5% | $4,939-29.7% | $3,332+4.2% |
| Admin fee / account holder | $1,217 | $5,698-78.6% | $13,880-91.2% | $4,645-73.8% |