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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 | $81,276+110.0% | $155,574+9.7% | $80,925+110.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.05% | 33.36%-22.3pp | 64.87%-53.8pp | 35.65%-24.6pp |
| Employer contribution / active EE | $9,492 | $3,103+205.9% | $4,676+103.0% | $2,756+244.4% |
| Participant deferral / active EE | $7,612 | $3,453+120.5% | $5,629+35.2% | $4,299+77.1% |
| Admin fee / account holder | $2,100 | $7,993-73.7% | $15,914-86.8% | $6,940-69.7% |