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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 | $153,191 | $65,034+135.6% | $90,970+68.4% | $79,856+91.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 17.71% | 30.45%-12.7pp | 134.60%-116.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $6,676 | $1,247+435.2% | $2,122+214.6% | $2,471+170.2% |
| Participant deferral / active EE | $8,901 | $2,512+254.3% | $3,373+163.9% | $3,741+137.9% |
| Admin fee / account holder | $1,500 | $4,536-66.9% | $5,961-74.8% | $5,306-71.7% |