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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 | $183,387 | $81,504+125.0% | $102,437+79.0% | $80,959+126.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.38% | 25.60%-8.2pp | 24.95%-7.6pp | 35.67%-18.3pp |
| Employer contribution / active EE | $6,757 | $3,104+117.7% | $3,871+74.6% | $2,757+145.1% |
| Participant deferral / active EE | $4,880 | $3,871+26.1% | $5,060-3.6% | $4,300+13.5% |
| Admin fee / account holder | $15,702 | $6,719+133.7% | $8,388+87.2% | $6,925+126.7% |