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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 | $224,472 | $81,331+176.0% | $155,534+44.3% | $80,935+177.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.54% | 33.37%-18.8pp | 64.92%-50.4pp | 35.66%-21.1pp |
| Employer contribution / active EE | $8,068 | $3,105+159.9% | $4,675+72.6% | $2,757+192.7% |
| Participant deferral / active EE | $6,462 | $3,454+87.1% | $5,630+14.8% | $4,299+50.3% |
| Admin fee / account holder | $1,705 | $7,999-78.7% | $15,900-89.3% | $6,924-75.4% |