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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 | $182,748 | $81,358+124.6% | $155,556+17.5% | $80,959+125.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.70% | 33.39%-16.7pp | 64.84%-48.1pp | 35.67%-19.0pp |
| Employer contribution / active EE | $7,872 | $3,106+153.4% | $4,675+68.4% | $2,757+185.5% |
| Participant deferral / active EE | $5,654 | $3,455+63.6% | $5,631+0.4% | $4,300+31.5% |
| Admin fee / account holder | $11,105 | $7,994+38.9% | $15,885-30.1% | $6,925+60.3% |