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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 | $126,699 | $81,358+55.7% | $155,556-18.6% | $80,959+56.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.96% | 33.39%-22.4pp | 64.84%-53.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $6,449 | $3,106+107.6% | $4,675+37.9% | $2,757+133.9% |
| Participant deferral / active EE | $5,777 | $3,455+67.2% | $5,631+2.6% | $4,300+34.3% |
| Admin fee / account holder | $40,842 | $7,994+410.9% | $15,885+157.1% | $6,925+489.7% |