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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 | $143,740 | $77,905+84.5% | $149,682-4.0% | $75,173+91.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.52% | 31.72%-15.2pp | 134.35%-117.8pp | 160.65%-144.1pp |
| Employer contribution / active EE | $9,355 | $3,138+198.1% | $4,818+94.1% | $2,670+250.3% |
| Participant deferral / active EE | $6,003 | $3,411+76.0% | $5,681+5.7% | $4,126+45.5% |
| Admin fee / account holder | $9,902 | $5,957+66.2% | $13,210-25.0% | $5,651+75.2% |