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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 | $137,550 | $77,908+76.6% | $149,696-8.1% | $75,173+83.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.10% | 31.73%-12.6pp | 134.46%-115.4pp | 160.72%-141.6pp |
| Employer contribution / active EE | $3,381 | $3,138+7.7% | $4,821-29.9% | $2,671+26.6% |
| Participant deferral / active EE | $5,897 | $3,411+72.9% | $5,682+3.8% | $4,126+42.9% |
| Admin fee / account holder | $5,625 | $5,950-5.5% | $13,212-57.4% | $5,651-0.5% |