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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 | $145,824 | $81,233+79.5% | $155,567-6.3% | $80,874+80.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.34% | 33.33%-18.0pp | 64.74%-49.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $10,059 | $3,101+224.4% | $4,674+115.2% | $2,756+265.0% |
| Participant deferral / active EE | $5,536 | $3,452+60.4% | $5,628-1.6% | $4,297+28.8% |
| Admin fee / account holder | $547 | $7,998-93.2% | $15,916-96.6% | $6,935-92.1% |