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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 | $143,590 | $77,908+84.3% | $149,696-4.1% | $75,173+91.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.63% | 31.73%-9.1pp | 134.46%-111.8pp | 160.72%-138.1pp |
| Employer contribution / active EE | $6,947 | $3,138+121.4% | $4,821+44.1% | $2,671+160.1% |
| Participant deferral / active EE | $6,015 | $3,411+76.3% | $5,682+5.9% | $4,126+45.8% |
| Admin fee / account holder | $2,360 | $5,950-60.3% | $13,212-82.1% | $5,651-58.2% |