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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 | $77,920+99.9% | $149,723+4.0% | $75,177+107.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.31% | 31.72%-10.4pp | 134.50%-113.2pp | 160.75%-139.4pp |
| Employer contribution / active EE | $7,179 | $3,138+128.8% | $4,821+48.9% | $2,671+168.8% |
| Participant deferral / active EE | $7,285 | $3,411+113.5% | $5,682+28.2% | $4,126+76.5% |
| Admin fee / account holder | $343 | $5,951-94.2% | $13,215-97.4% | $5,651-93.9% |