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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 | $156,636 | $77,920+101.0% | $149,723+4.6% | $75,177+108.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.99% | 31.72%-15.7pp | 134.50%-118.5pp | 160.75%-144.8pp |
| Employer contribution / active EE | $11,131 | $3,138+254.7% | $4,821+130.9% | $2,671+316.7% |
| Participant deferral / active EE | $10,203 | $3,411+199.1% | $5,682+79.5% | $4,126+147.3% |
| Admin fee / account holder | $1,874 | $5,951-68.5% | $13,215-85.8% | $5,651-66.8% |