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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 | $170,674 | $81,233+110.1% | $155,567+9.7% | $80,874+111.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.05% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $9,492 | $3,101+206.1% | $4,674+103.1% | $2,756+244.5% |
| Participant deferral / active EE | $7,612 | $3,452+120.5% | $5,628+35.3% | $4,297+77.2% |
| Admin fee / account holder | $2,100 | $7,998-73.7% | $15,916-86.8% | $6,935-69.7% |