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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 | $177,990 | $81,504+118.4% | $102,437+73.8% | $80,959+119.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.95% | 25.60%-11.6pp | 24.95%-11.0pp | 35.67%-21.7pp |
| Employer contribution / active EE | $8,571 | $3,104+176.2% | $3,871+121.4% | $2,757+210.9% |
| Participant deferral / active EE | $9,727 | $3,871+151.3% | $5,060+92.2% | $4,300+126.2% |
| Admin fee / account holder | $7,047 | $6,719+4.9% | $8,388-16.0% | $6,925+1.8% |