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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 | $118,795 | $81,358+46.0% | $155,556-23.6% | $80,959+46.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.77% | 33.39%-19.6pp | 64.84%-51.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $8,282 | $3,106+166.6% | $4,675+77.1% | $2,757+200.4% |
| Participant deferral / active EE | $6,419 | $3,455+85.8% | $5,631+14.0% | $4,300+49.3% |
| Admin fee / account holder | $1,355 | $7,994-83.0% | $15,885-91.5% | $6,925-80.4% |