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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 | $114,173 | $81,276+40.5% | $155,574-26.6% | $80,925+41.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.69% | 33.36%-21.7pp | 64.87%-53.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $7,486 | $3,103+141.2% | $4,676+60.1% | $2,756+171.6% |
| Participant deferral / active EE | $6,368 | $3,453+84.4% | $5,629+13.1% | $4,299+48.1% |
| Admin fee / account holder | $31,561 | $7,993+294.8% | $15,914+98.3% | $6,940+354.8% |