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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 | $148,384 | $81,504+82.1% | $102,437+44.9% | $80,959+83.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.81% | 25.60%-10.8pp | 24.95%-10.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $11,473 | $3,104+269.7% | $3,871+196.4% | $2,757+316.1% |
| Participant deferral / active EE | $8,519 | $3,871+120.1% | $5,060+68.4% | $4,300+98.1% |
| Admin fee / account holder | $27,338 | $6,719+306.8% | $8,388+225.9% | $6,925+294.7% |