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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 | $145,927 | $81,358+79.4% | $155,556-6.2% | $80,959+80.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.98% | 33.39%-19.4pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $8,291 | $3,106+166.9% | $4,675+77.3% | $2,757+200.7% |
| Participant deferral / active EE | $6,633 | $3,455+92.0% | $5,631+17.8% | $4,300+54.3% |
| Admin fee / account holder | $9,164 | $7,994+14.6% | $15,885-42.3% | $6,925+32.3% |