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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 | $150,886 | $81,233+85.7% | $155,567-3.0% | $80,874+86.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.31% | 33.33%-21.0pp | 64.74%-52.4pp | 35.62%-23.3pp |
| Employer contribution / active EE | $7,005 | $3,101+125.9% | $4,674+49.9% | $2,756+154.2% |
| Participant deferral / active EE | $6,368 | $3,452+84.5% | $5,628+13.2% | $4,297+48.2% |
| Admin fee / account holder | $6,317 | $7,998-21.0% | $15,916-60.3% | $6,935-8.9% |