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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 | $102,461 | $81,331+26.0% | $155,534-34.1% | $80,935+26.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.99% | 33.37%-22.4pp | 64.92%-53.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $7,352 | $3,105+136.8% | $4,675+57.3% | $2,757+166.7% |
| Participant deferral / active EE | $6,621 | $3,454+91.7% | $5,630+17.6% | $4,299+54.0% |
| Admin fee / account holder | $4,057 | $7,999-49.3% | $15,900-74.5% | $6,924-41.4% |