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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 | $182,200 | $81,262+124.2% | $155,602+17.1% | $80,911+125.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.84% | 33.34%-17.5pp | 64.81%-49.0pp | 35.63%-19.8pp |
| Employer contribution / active EE | $7,619 | $3,102+145.6% | $4,675+63.0% | $2,756+176.5% |
| Participant deferral / active EE | $5,709 | $3,451+65.4% | $5,629+1.4% | $4,297+32.9% |
| Admin fee / account holder | $4,170 | $7,992-47.8% | $15,923-73.8% | $6,935-39.9% |