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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 | $151,723 | $93,598+62.1% | $135,974+11.6% | $75,173+101.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.25% | 30.89%-15.6pp | 68.30%-53.1pp | 160.72%-145.5pp |
| Employer contribution / active EE | $7,773 | $3,538+119.7% | $4,859+60.0% | $2,671+191.0% |
| Participant deferral / active EE | $7,081 | $6,405+10.5% | $7,760-8.8% | $4,126+71.6% |
| Admin fee / account holder | $8,954 | $6,978+28.3% | $10,767-16.8% | $5,651+58.5% |