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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 | $141,330 | $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 | 16.43% | 31.73%-15.3pp | 134.46%-118.0pp | 160.72%-144.3pp |
| Employer contribution / active EE | $3,160 | $3,138+0.7% | $4,821-34.4% | $2,671+18.3% |
| Participant deferral / active EE | $7,404 | $3,411+117.1% | $5,682+30.3% | $4,126+79.4% |
| Admin fee / account holder | $3,691 | $5,950-38.0% | $13,212-72.1% | $5,651-34.7% |