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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 | $142,273 | $77,908+82.6% | $149,696-5.0% | $75,173+89.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.80% | 31.73%-12.9pp | 134.46%-115.7pp | 160.72%-141.9pp |
| Employer contribution / active EE | $6,710 | $3,138+113.8% | $4,821+39.2% | $2,671+151.2% |
| Participant deferral / active EE | $7,457 | $3,411+118.6% | $5,682+31.2% | $4,126+80.7% |
| Admin fee / account holder | $8,583 | $5,950+44.3% | $13,212-35.0% | $5,651+51.9% |