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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 | $180,503 | $81,487+121.5% | $102,412+76.3% | $80,935+123.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.84% | 25.60%-9.8pp | 24.94%-9.1pp | 35.66%-19.8pp |
| Employer contribution / active EE | $6,667 | $3,103+114.9% | $3,870+72.3% | $2,757+141.8% |
| Participant deferral / active EE | $7,666 | $3,871+98.0% | $5,060+51.5% | $4,299+78.3% |
| Admin fee / account holder | $3,915 | $6,717-41.7% | $8,388-53.3% | $6,924-43.5% |