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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 | $81,276+55.3% | $155,574-18.9% | $80,925+56.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.45% | 33.36%-19.9pp | 64.87%-51.4pp | 35.65%-22.2pp |
| Employer contribution / active EE | $8,009 | $3,103+158.1% | $4,676+71.3% | $2,756+190.6% |
| Participant deferral / active EE | $6,240 | $3,453+80.7% | $5,629+10.8% | $4,299+45.2% |
| Admin fee / account holder | $9,439 | $7,993+18.1% | $15,914-40.7% | $6,940+36.0% |