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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 | $81,276+115.7% | $155,574+12.7% | $80,925+116.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.46% | 33.36%-21.9pp | 64.87%-53.4pp | 35.65%-24.2pp |
| Employer contribution / active EE | $6,489 | $3,103+109.1% | $4,676+38.8% | $2,756+135.4% |
| Participant deferral / active EE | $5,341 | $3,453+54.7% | $5,629-5.1% | $4,299+24.3% |
| Admin fee / account holder | $4,692 | $7,993-41.3% | $15,914-70.5% | $6,940-32.4% |