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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 | $107,529 | $81,358+32.2% | $155,556-30.9% | $80,959+32.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.62% | 33.39%-19.8pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $8,356 | $3,106+169.0% | $4,675+78.7% | $2,757+203.1% |
| Participant deferral / active EE | $5,233 | $3,455+51.4% | $5,631-7.1% | $4,300+21.7% |
| Admin fee / account holder | $25,431 | $7,994+218.1% | $15,885+60.1% | $6,925+267.2% |