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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 | $141,645 | $77,920+81.8% | $149,723-5.4% | $75,177+88.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.99% | 31.72%-15.7pp | 134.50%-118.5pp | 160.75%-144.8pp |
| Employer contribution / active EE | $6,876 | $3,138+119.1% | $4,821+42.6% | $2,671+157.4% |
| Participant deferral / active EE | $6,135 | $3,411+79.8% | $5,682+8.0% | $4,126+48.7% |
| Admin fee / account holder | $5,258 | $5,951-11.6% | $13,215-60.2% | $5,651-7.0% |