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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 | $150,255 | $93,346+61.0% | $71,796+109.3% | $273,972-45.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.95% | 130.39%-123.4pp | 78.04%-71.1pp | 41.46%-34.5pp |
| Employer contribution / active EE | $18,793 | $2,733+587.5% | $1,924+876.5% | $4,869+286.0% |
| Participant deferral / active EE | $8,484 | $3,475+144.1% | $2,794+203.6% | $5,287+60.5% |
| Admin fee / account holder | $1,770 | $6,571-73.1% | $4,815-63.2% | $10,133-82.5% |