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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 | $81,276+79.5% | $155,574-6.2% | $80,925+80.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.98% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $8,291 | $3,103+167.2% | $4,676+77.3% | $2,756+200.8% |
| Participant deferral / active EE | $6,633 | $3,453+92.1% | $5,629+17.8% | $4,299+54.3% |
| Admin fee / account holder | $9,164 | $7,993+14.6% | $15,914-42.4% | $6,940+32.0% |