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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 | $81,331+32.9% | $155,534-30.5% | $80,935+33.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.13% | 33.37%-20.2pp | 64.92%-51.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $6,254 | $3,105+101.4% | $4,675+33.8% | $2,757+126.9% |
| Participant deferral / active EE | $5,419 | $3,454+56.9% | $5,630-3.8% | $4,299+26.0% |
| Admin fee / account holder | $25,785 | $7,999+222.3% | $15,900+62.2% | $6,924+272.4% |