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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 | $164,145 | $81,262+102.0% | $155,602+5.5% | $80,911+102.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.90% | 33.34%-20.4pp | 64.81%-51.9pp | 35.63%-22.7pp |
| Employer contribution / active EE | $8,664 | $3,102+179.3% | $4,675+85.3% | $2,756+214.4% |
| Participant deferral / active EE | $4,405 | $3,451+27.6% | $5,629-21.7% | $4,297+2.5% |
| Admin fee / account holder | $4,145 | $7,992-48.1% | $15,923-74.0% | $6,935-40.2% |