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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 | $136,459 | $86,891+57.0% | $142,460-4.2% | $75,173+81.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 14.83% | 23.31%-8.5pp | 19.99%-5.2pp | 160.65%-145.8pp |
| Employer contribution / active EE | $6,151 | $3,355+83.3% | $4,847+26.9% | $2,670+130.4% |
| Participant deferral / active EE | $7,385 | $4,938+49.6% | $6,283+17.5% | $4,126+79.0% |
| Admin fee / account holder | $36,396 | $7,299+398.6% | $10,011+263.6% | $5,651+544.0% |