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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 | $143,149 | $77,908+83.7% | $149,696-4.4% | $75,173+90.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.43% | 31.73%-14.3pp | 134.46%-117.0pp | 160.72%-143.3pp |
| Employer contribution / active EE | $2,828 | $3,138-9.9% | $4,821-41.3% | $2,671+5.9% |
| Participant deferral / active EE | $3,929 | $3,411+15.2% | $5,682-30.8% | $4,126-4.8% |
| Admin fee / account holder | $6,452 | $5,950+8.4% | $13,212-51.2% | $5,651+14.2% |