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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 | $151,880 | $81,358+86.7% | $155,556-2.4% | $80,959+87.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 20.37% | 33.39%-13.0pp | 64.84%-44.5pp | 35.67%-15.3pp |
| Employer contribution / active EE | $17,768 | $3,106+472.0% | $4,675+280.0% | $2,757+544.4% |
| Participant deferral / active EE | $10,472 | $3,455+203.1% | $5,631+86.0% | $4,300+143.5% |
| Admin fee / account holder | $10,779 | $7,994+34.8% | $15,885-32.1% | $6,925+55.6% |