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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 | $184,220 | $81,446+126.2% | $103,374+78.2% | $80,874+127.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.14% | 25.57%-11.4pp | 24.89%-10.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $6,819 | $3,107+119.5% | $3,869+76.2% | $2,756+147.4% |
| Participant deferral / active EE | $9,162 | $3,870+136.8% | $5,058+81.2% | $4,297+113.2% |
| Admin fee / account holder | $15,172 | $6,715+125.9% | $8,394+80.7% | $6,935+118.8% |