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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 | $81,446+121.9% | $103,374+74.9% | $80,874+123.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.95% | 25.57%-8.6pp | 24.89%-7.9pp | 35.62%-18.7pp |
| Employer contribution / active EE | $10,797 | $3,107+247.5% | $3,869+179.0% | $2,756+291.8% |
| Participant deferral / active EE | $7,071 | $3,870+82.7% | $5,058+39.8% | $4,297+64.6% |
| Admin fee / account holder | $13,928 | $6,715+107.4% | $8,394+65.9% | $6,935+100.8% |