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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 | $126,233 | $81,358+55.2% | $155,556-18.9% | $80,959+55.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.45% | 33.39%-19.9pp | 64.84%-51.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $8,009 | $3,106+157.8% | $4,675+71.3% | $2,757+190.5% |
| Participant deferral / active EE | $6,240 | $3,455+80.6% | $5,631+10.8% | $4,300+45.1% |
| Admin fee / account holder | $9,439 | $7,994+18.1% | $15,885-40.6% | $6,925+36.3% |