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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 | $129,992 | $77,908+66.9% | $149,696-13.2% | $75,173+72.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.71% | 31.73%-14.0pp | 134.46%-116.7pp | 160.72%-143.0pp |
| Employer contribution / active EE | $8,048 | $3,138+156.5% | $4,821+66.9% | $2,671+201.3% |
| Participant deferral / active EE | $6,256 | $3,411+83.4% | $5,682+10.1% | $4,126+51.6% |
| Admin fee / account holder | $2,079 | $5,950-65.1% | $13,212-84.3% | $5,651-63.2% |