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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 | $81,331+124.7% | $155,534+17.5% | $80,935+125.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.70% | 33.37%-16.7pp | 64.92%-48.2pp | 35.66%-19.0pp |
| Employer contribution / active EE | $7,872 | $3,105+153.5% | $4,675+68.4% | $2,757+185.6% |
| Participant deferral / active EE | $5,654 | $3,454+63.7% | $5,630+0.4% | $4,299+31.5% |
| Admin fee / account holder | $11,105 | $7,999+38.8% | $15,900-30.2% | $6,924+60.4% |