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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 | $147,690 | $76,407+93.3% | $150,298-1.7% | $82,448+79.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.17% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $6,956 | $2,614+166.1% | $4,154+67.5% | $2,551+172.7% |
| Participant deferral / active EE | $4,132 | $3,214+28.5% | $5,453-24.2% | $4,139-0.2% |
| Admin fee / account holder | $6,334 | $6,352-0.3% | $14,116-55.1% | $7,234-12.5% |