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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 | $111,151 | $81,276+36.8% | $155,574-28.6% | $80,925+37.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.68% | 33.36%-16.7pp | 64.87%-48.2pp | 35.65%-19.0pp |
| Employer contribution / active EE | $6,521 | $3,103+110.1% | $4,676+39.5% | $2,756+136.6% |
| Participant deferral / active EE | $6,677 | $3,453+93.4% | $5,629+18.6% | $4,299+55.3% |
| Admin fee / account holder | $64,274 | $7,993+704.1% | $15,914+303.9% | $6,940+826.1% |