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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 | $175,327 | $81,358+115.5% | $155,556+12.7% | $80,959+116.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.46% | 33.39%-21.9pp | 64.84%-53.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $6,489 | $3,106+108.9% | $4,675+38.8% | $2,757+135.4% |
| Participant deferral / active EE | $5,341 | $3,455+54.6% | $5,631-5.1% | $4,300+24.2% |
| Admin fee / account holder | $4,692 | $7,994-41.3% | $15,885-70.5% | $6,925-32.2% |