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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 | $180,471 | $81,276+122.0% | $155,574+16.0% | $80,925+123.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.85% | 33.36%-18.5pp | 64.87%-50.0pp | 35.65%-20.8pp |
| Employer contribution / active EE | $5,464 | $3,103+76.1% | $4,676+16.8% | $2,756+98.2% |
| Participant deferral / active EE | $7,875 | $3,453+128.1% | $5,629+39.9% | $4,299+83.2% |
| Admin fee / account holder | $4,494 | $7,993-43.8% | $15,914-71.8% | $6,940-35.2% |