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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 | $147,729 | $81,233+81.9% | $155,567-5.0% | $80,874+82.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.80% | 33.33%-19.5pp | 64.74%-50.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $3,571 | $3,101+15.2% | $4,674-23.6% | $2,756+29.6% |
| Participant deferral / active EE | $7,575 | $3,452+119.4% | $5,628+34.6% | $4,297+76.3% |
| Admin fee / account holder | $20,462 | $7,998+155.8% | $15,916+28.6% | $6,935+195.0% |