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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 | $153,583 | $99,994+53.6% | $146,647+4.7% | $85,851+78.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.92% | 18.93%-7.0pp | 22.75%-10.8pp | 318.63%-306.7pp |
| Employer contribution / active EE | $6,525 | $2,559+155.0% | $4,137+57.7% | $2,565+154.4% |
| Participant deferral / active EE | $5,035 | $4,006+25.7% | $5,506-8.6% | $3,952+27.4% |
| Admin fee / account holder | $1,470 | $7,703-80.9% | $10,281-85.7% | $6,261-76.5% |