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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 | $167,057 | $81,233+105.7% | $155,567+7.4% | $80,874+106.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.50% | 33.33%-20.8pp | 64.74%-52.2pp | 35.62%-23.1pp |
| Employer contribution / active EE | $6,177 | $3,101+99.2% | $4,674+32.2% | $2,756+124.2% |
| Participant deferral / active EE | $6,589 | $3,452+90.9% | $5,628+17.1% | $4,297+53.4% |
| Admin fee / account holder | $10,613 | $7,998+32.7% | $15,916-33.3% | $6,935+53.0% |