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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 | $141,291 | $91,198+54.9% | $178,503-20.8% | $79,856+76.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.88% | 24.20%-0.3pp | 151.12%-127.2pp | 31.71%-7.8pp |
| Employer contribution / active EE | $6,219 | $3,257+91.0% | $5,011+24.1% | $2,471+151.6% |
| Participant deferral / active EE | $4,506 | $3,237+39.2% | $5,202-13.4% | $3,741+20.5% |
| Admin fee / account holder | $704 | $6,748-89.6% | $13,987-95.0% | $5,306-86.7% |