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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 | $81,276+113.3% | $155,574+11.4% | $80,925+114.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.15% | 33.36%-19.2pp | 64.87%-50.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $10,606 | $3,103+241.8% | $4,676+126.8% | $2,756+284.8% |
| Participant deferral / active EE | $7,148 | $3,453+107.0% | $5,629+27.0% | $4,299+66.3% |
| Admin fee / account holder | $3,288 | $7,993-58.9% | $15,914-79.3% | $6,940-52.6% |