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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 | $142,287 | $77,908+82.6% | $149,696-4.9% | $75,173+89.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.33% | 31.73%-16.4pp | 134.46%-119.1pp | 160.72%-145.4pp |
| Employer contribution / active EE | $3,131 | $3,138-0.2% | $4,821-35.1% | $2,671+17.2% |
| Participant deferral / active EE | $14,718 | $3,411+331.5% | $5,682+159.0% | $4,126+256.7% |
| Admin fee / account holder | $6,637 | $5,950+11.6% | $13,212-49.8% | $5,651+17.5% |