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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 | $160,506 | $81,358+97.3% | $155,556+3.2% | $80,959+98.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.59% | 33.39%-21.8pp | 64.84%-53.2pp | 35.67%-24.1pp |
| Employer contribution / active EE | $7,787 | $3,106+150.7% | $4,675+66.5% | $2,757+182.4% |
| Participant deferral / active EE | $6,748 | $3,455+95.3% | $5,631+19.8% | $4,300+56.9% |
| Admin fee / account holder | $19,531 | $7,994+144.3% | $15,885+23.0% | $6,925+182.0% |