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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 | $159,675 | $95,406+67.4% | $185,849-14.1% | $85,847+86.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.26% | 23.59%-9.3pp | 122.10%-107.8pp | 318.61%-304.3pp |
| Employer contribution / active EE | $10,534 | $3,314+217.9% | $5,169+103.8% | $2,565+310.6% |
| Participant deferral / active EE | $6,133 | $3,424+79.1% | $5,569+10.1% | $3,952+55.2% |
| Admin fee / account holder | $3,139 | $7,214-56.5% | $16,244-80.7% | $6,261-49.9% |