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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 | $181,651 | $81,358+123.3% | $155,556+16.8% | $80,959+124.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.69% | 33.39%-21.7pp | 64.84%-53.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $8,797 | $3,106+183.2% | $4,675+88.1% | $2,757+219.0% |
| Participant deferral / active EE | $3,227 | $3,455-6.6% | $5,631-42.7% | $4,300-25.0% |
| Admin fee / account holder | $2,392 | $7,994-70.1% | $15,885-84.9% | $6,925-65.5% |