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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 | $81,262+113.4% | $155,602+11.4% | $80,911+114.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.15% | 33.34%-19.2pp | 64.81%-50.7pp | 35.63%-21.5pp |
| Employer contribution / active EE | $10,606 | $3,102+241.9% | $4,675+126.9% | $2,756+284.9% |
| Participant deferral / active EE | $7,148 | $3,451+107.1% | $5,629+27.0% | $4,297+66.3% |
| Admin fee / account holder | $3,288 | $7,992-58.9% | $15,923-79.4% | $6,935-52.6% |