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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 | $94,027 | $81,358+15.6% | $155,556-39.6% | $80,959+16.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.20% | 33.39%-19.2pp | 64.84%-50.6pp | 35.67%-21.5pp |
| Employer contribution / active EE | $8,166 | $3,106+162.9% | $4,675+74.7% | $2,757+196.2% |
| Participant deferral / active EE | $6,948 | $3,455+101.1% | $5,631+23.4% | $4,300+61.6% |
| Admin fee / account holder | $1,790 | $7,994-77.6% | $15,885-88.7% | $6,925-74.2% |