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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 | $166,827 | $81,487+104.7% | $102,412+62.9% | $80,935+106.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 16.12% | 25.60%-9.5pp | 24.94%-8.8pp | 35.66%-19.5pp |
| Employer contribution / active EE | $7,776 | $3,103+150.6% | $3,870+100.9% | $2,757+182.1% |
| Participant deferral / active EE | $12,167 | $3,871+214.3% | $5,060+140.4% | $4,299+183.0% |
| Admin fee / account holder | $10,644 | $6,717+58.5% | $8,388+26.9% | $6,924+53.7% |