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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 | $151,269 | $109,372+38.3% | $89,414+69.2% | $158,966-4.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.99% | 345.55%-331.6pp | 245.50%-231.5pp | 302.95%-289.0pp |
| Employer contribution / active EE | $13,193 | $3,171+316.0% | $2,586+410.1% | $4,762+177.0% |
| Participant deferral / active EE | $10,818 | $4,598+135.3% | $3,890+178.1% | $5,983+80.8% |
| Admin fee / account holder | $2,175 | $6,156-64.7% | $4,883-55.5% | $11,250-80.7% |