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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 | $81,233+95.4% | $155,567+2.1% | $80,874+96.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.39% | 33.33%-14.9pp | 64.74%-46.3pp | 35.62%-17.2pp |
| Employer contribution / active EE | $7,901 | $3,101+154.8% | $4,674+69.0% | $2,756+186.7% |
| Participant deferral / active EE | $5,370 | $3,452+55.6% | $5,628-4.6% | $4,297+25.0% |
| Admin fee / account holder | $315 | $7,998-96.1% | $15,916-98.0% | $6,935-95.5% |