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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 | $81,276+84.9% | $155,574-3.4% | $80,925+85.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.66% | 33.36%-16.7pp | 64.87%-48.2pp | 35.65%-19.0pp |
| Employer contribution / active EE | $10,633 | $3,103+242.7% | $4,676+127.4% | $2,756+285.8% |
| Participant deferral / active EE | $6,385 | $3,453+84.9% | $5,629+13.4% | $4,299+48.5% |
| Admin fee / account holder | $16,120 | $7,993+101.7% | $15,914+1.3% | $6,940+132.3% |