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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 | $171,373 | $81,504+110.3% | $102,437+67.3% | $80,959+111.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.57% | 25.60%-15.0pp | 24.95%-14.4pp | 35.67%-25.1pp |
| Employer contribution / active EE | $14,766 | $3,104+375.8% | $3,871+281.5% | $2,757+435.5% |
| Participant deferral / active EE | $3,659 | $3,871-5.5% | $5,060-27.7% | $4,300-14.9% |
| Admin fee / account holder | $1,456 | $6,719-78.3% | $8,388-82.6% | $6,925-79.0% |