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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 | $168,121 | $81,358+106.6% | $155,556+8.1% | $80,959+107.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.73% | 33.39%-21.7pp | 64.84%-53.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $5,721 | $3,106+84.2% | $4,675+22.4% | $2,757+107.5% |
| Participant deferral / active EE | $5,641 | $3,455+63.2% | $5,631+0.2% | $4,300+31.2% |
| Admin fee / account holder | $2,682 | $7,994-66.4% | $15,885-83.1% | $6,925-61.3% |