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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 | $144,436 | $81,331+77.6% | $155,534-7.1% | $80,935+78.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.87% | 33.37%-20.5pp | 64.92%-52.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $11,967 | $3,105+285.5% | $4,675+156.0% | $2,757+334.1% |
| Participant deferral / active EE | $6,368 | $3,454+84.3% | $5,630+13.1% | $4,299+48.1% |
| Admin fee / account holder | $4,288 | $7,999-46.4% | $15,900-73.0% | $6,924-38.1% |