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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 | $144,721 | $93,598+54.6% | $135,974+6.4% | $75,173+92.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.57% | 30.89%-14.3pp | 68.30%-51.7pp | 160.72%-144.2pp |
| Employer contribution / active EE | $6,205 | $3,538+75.4% | $4,859+27.7% | $2,671+132.3% |
| Participant deferral / active EE | $10,896 | $6,405+70.1% | $7,760+40.4% | $4,126+164.1% |
| Admin fee / account holder | $7,422 | $6,978+6.4% | $10,767-31.1% | $5,651+31.3% |