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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 | $151,837 | $109,359+38.8% | $162,185-6.4% | $72,976+108.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.86% | 25.46%-7.6pp | 115.61%-97.7pp | 81.02%-63.2pp |
| Employer contribution / active EE | $7,989 | $3,907+104.5% | $5,613+42.3% | $2,440+227.4% |
| Participant deferral / active EE | $4,732 | $5,481-13.7% | $7,297-35.2% | $3,608+31.2% |
| Admin fee / account holder | $2,718 | $7,972-65.9% | $10,844-74.9% | $5,124-47.0% |