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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 | $153,887 | $81,504+88.8% | $102,437+50.2% | $80,959+90.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.16% | 25.60%-12.4pp | 24.95%-11.8pp | 35.67%-22.5pp |
| Employer contribution / active EE | $9,890 | $3,104+218.7% | $3,871+155.5% | $2,757+258.7% |
| Participant deferral / active EE | $11,300 | $3,871+191.9% | $5,060+123.3% | $4,300+162.8% |
| Admin fee / account holder | $2,708 | $6,719-59.7% | $8,388-67.7% | $6,925-60.9% |