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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 | $157,337 | $77,908+102.0% | $149,696+5.1% | $75,173+109.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.92% | 31.73%-16.8pp | 134.46%-119.5pp | 160.72%-145.8pp |
| Employer contribution / active EE | $10,254 | $3,138+226.8% | $4,821+112.7% | $2,671+283.9% |
| Participant deferral / active EE | $3,195 | $3,411-6.3% | $5,682-43.8% | $4,126-22.6% |
| Admin fee / account holder | $13,579 | $5,950+128.2% | $13,212+2.8% | $5,651+140.3% |