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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 | $155,725 | $77,905+99.9% | $149,682+4.0% | $75,173+107.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.31% | 31.72%-10.4pp | 134.35%-113.0pp | 160.65%-139.3pp |
| Employer contribution / active EE | $7,179 | $3,138+128.8% | $4,818+49.0% | $2,670+168.8% |
| Participant deferral / active EE | $7,285 | $3,411+113.6% | $5,681+28.2% | $4,126+76.6% |
| Admin fee / account holder | $343 | $5,957-94.2% | $13,210-97.4% | $5,651-93.9% |