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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 | $178,199 | $81,358+119.0% | $155,556+14.6% | $80,959+120.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.14% | 33.39%-19.2pp | 64.84%-50.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $6,746 | $3,106+117.2% | $4,675+44.3% | $2,757+144.7% |
| Participant deferral / active EE | $4,900 | $3,455+41.8% | $5,631-13.0% | $4,300+13.9% |
| Admin fee / account holder | $9,063 | $7,994+13.4% | $15,885-42.9% | $6,925+30.9% |