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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 | $158,763 | $81,276+95.3% | $155,574+2.1% | $80,925+96.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.39% | 33.36%-15.0pp | 64.87%-46.5pp | 35.65%-17.3pp |
| Employer contribution / active EE | $7,901 | $3,103+154.6% | $4,676+69.0% | $2,756+186.6% |
| Participant deferral / active EE | $5,370 | $3,453+55.5% | $5,629-4.6% | $4,299+24.9% |
| Admin fee / account holder | $315 | $7,993-96.1% | $15,914-98.0% | $6,940-95.5% |