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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 | $144,044 | $105,198+36.9% | $159,455-9.7% | $85,856+67.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.85% | 45.08%-30.2pp | 263.63%-248.8pp | 318.58%-303.7pp |
| Employer contribution / active EE | $7,695 | $3,319+131.8% | $4,830+59.3% | $2,565+200.0% |
| Participant deferral / active EE | $2,954 | $5,946-50.3% | $7,353-59.8% | $3,952-25.3% |
| Admin fee / account holder | $1,743 | $6,934-74.9% | $10,800-83.9% | $6,261-72.2% |