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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 | $191,622 | $81,358+135.5% | $155,556+23.2% | $80,959+136.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.09% | 33.39%-18.3pp | 64.84%-49.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $7,146 | $3,106+130.0% | $4,675+52.8% | $2,757+159.2% |
| Participant deferral / active EE | $4,187 | $3,455+21.2% | $5,631-25.6% | $4,300-2.6% |
| Admin fee / account holder | $1,868 | $7,994-76.6% | $15,885-88.2% | $6,925-73.0% |