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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 | $180,760 | $81,504+121.8% | $102,437+76.5% | $80,959+123.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 16.95% | 25.60%-8.6pp | 24.95%-8.0pp | 35.67%-18.7pp |
| Employer contribution / active EE | $10,797 | $3,104+247.9% | $3,871+178.9% | $2,757+291.6% |
| Participant deferral / active EE | $7,071 | $3,871+82.7% | $5,060+39.7% | $4,300+64.4% |
| Admin fee / account holder | $13,928 | $6,719+107.3% | $8,388+66.0% | $6,925+101.1% |