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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 | $81,358+101.8% | $155,556+5.5% | $80,959+102.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.90% | 33.39%-20.5pp | 64.84%-51.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $8,664 | $3,106+178.9% | $4,675+85.3% | $2,757+214.2% |
| Participant deferral / active EE | $4,405 | $3,455+27.5% | $5,631-21.8% | $4,300+2.4% |
| Admin fee / account holder | $4,145 | $7,994-48.1% | $15,885-73.9% | $6,925-40.1% |