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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 | $156,041 | $81,331+91.9% | $155,534+0.3% | $80,935+92.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.04% | 33.37%-20.3pp | 64.92%-51.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $12,353 | $3,105+297.9% | $4,675+164.2% | $2,757+348.1% |
| Participant deferral / active EE | $8,978 | $3,454+159.9% | $5,630+59.5% | $4,299+108.8% |
| Admin fee / account holder | $1,226 | $7,999-84.7% | $15,900-92.3% | $6,924-82.3% |