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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 | $158,816 | $47,848+231.9% | $81,473+94.9% | $70,126+126.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 13.53% | 27.25%-13.7pp | 38.78%-25.3pp | 73.15%-59.6pp |
| Employer contribution / active EE | $10,229 | $1,527+569.8% | $2,568+298.3% | $2,343+336.7% |
| Participant deferral / active EE | $11,163 | $2,453+355.1% | $3,537+215.6% | $3,332+235.0% |
| Admin fee / account holder | $2,136 | $3,145-32.1% | $4,561-53.2% | $4,645-54.0% |