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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 | $173,377 | $81,358+113.1% | $155,556+11.5% | $80,959+114.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.15% | 33.39%-19.2pp | 64.84%-50.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $10,606 | $3,106+241.4% | $4,675+126.9% | $2,757+284.7% |
| Participant deferral / active EE | $7,148 | $3,455+106.9% | $5,631+26.9% | $4,300+66.2% |
| Admin fee / account holder | $3,288 | $7,994-58.9% | $15,885-79.3% | $6,925-52.5% |