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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 | $144,914 | $89,370+62.2% | $141,197+2.6% | $72,976+98.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.52% | 111.88%-88.4pp | 71.41%-47.9pp | 81.02%-57.5pp |
| Employer contribution / active EE | $4,061 | $3,115+30.4% | $4,736-14.3% | $2,440+66.4% |
| Participant deferral / active EE | $11,907 | $5,419+119.7% | $6,710+77.4% | $3,608+230.0% |
| Admin fee / account holder | $4,336 | $5,957-27.2% | $10,265-57.8% | $5,124-15.4% |