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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 | $141,183 | $98,776+42.9% | $149,745-5.7% | $79,856+76.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.03% | 27.38%-8.3pp | 276.72%-257.7pp | 31.71%-12.7pp |
| Employer contribution / active EE | $6,219 | $3,217+93.3% | $4,646+33.9% | $2,471+151.7% |
| Participant deferral / active EE | $3,616 | $5,681-36.4% | $6,843-47.2% | $3,741-3.3% |
| Admin fee / account holder | $1,864 | $6,053-69.2% | $9,312-80.0% | $5,306-64.9% |