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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 | $81,276+79.4% | $155,574-6.3% | $80,925+80.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.34% | 33.36%-18.0pp | 64.87%-49.5pp | 35.65%-20.3pp |
| Employer contribution / active EE | $10,059 | $3,103+224.2% | $4,676+115.1% | $2,756+264.9% |
| Participant deferral / active EE | $5,536 | $3,453+60.3% | $5,629-1.7% | $4,299+28.8% |
| Admin fee / account holder | $547 | $7,993-93.2% | $15,914-96.6% | $6,940-92.1% |