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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 | $81,457+88.9% | $103,378+48.9% | $80,911+90.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.16% | 25.58%-12.4pp | 24.91%-11.8pp | 35.63%-22.5pp |
| Employer contribution / active EE | $9,890 | $3,107+218.3% | $3,870+155.5% | $2,756+258.9% |
| Participant deferral / active EE | $11,300 | $3,871+191.9% | $5,058+123.4% | $4,297+163.0% |
| Admin fee / account holder | $2,708 | $6,717-59.7% | $8,401-67.8% | $6,935-60.9% |