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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 | $150,250 | $81,331+84.7% | $155,534-3.4% | $80,935+85.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.66% | 33.37%-16.7pp | 64.92%-48.3pp | 35.66%-19.0pp |
| Employer contribution / active EE | $10,633 | $3,105+242.5% | $4,675+127.5% | $2,757+285.7% |
| Participant deferral / active EE | $6,385 | $3,454+84.8% | $5,630+13.4% | $4,299+48.5% |
| Admin fee / account holder | $16,120 | $7,999+101.5% | $15,900+1.4% | $6,924+132.8% |