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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 | $108,096 | $81,262+33.0% | $155,602-30.5% | $80,911+33.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.13% | 33.34%-20.2pp | 64.81%-51.7pp | 35.63%-22.5pp |
| Employer contribution / active EE | $6,254 | $3,102+101.6% | $4,675+33.8% | $2,756+126.9% |
| Participant deferral / active EE | $5,419 | $3,451+57.0% | $5,629-3.7% | $4,297+26.1% |
| Admin fee / account holder | $25,785 | $7,992+222.6% | $15,923+61.9% | $6,935+271.8% |