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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 | $156,000 | $105,284+48.2% | $150,734+3.5% | $94,015+65.9% |
| Participation rate | 88.2% | 71.7%+16.4pp | 78.4%+9.7pp | 70.8%+17.3pp |
| Annual return | 16.68% | 15.67%+1.0pp | 600.81%-584.1pp | 17.84%-1.2pp |
| Employer contribution / active EE | $13,692 | $3,599+280.5% | $4,918+178.4% | $2,790+390.7% |
| Participant deferral / active EE | $8,137 | $4,274+90.4% | $5,610+45.1% | $4,249+91.5% |
| Admin fee / account holder | $4,636 | $9,839-52.9% | $14,905-68.9% | $8,951-48.2% |