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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 | $156,916 | $83,898+87.0% | $133,346+17.7% | $94,015+66.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 11.05% | 16.00%-4.9pp | 36.85%-25.8pp | 17.84%-6.8pp |
| Employer contribution / active EE | $5,265 | $1,821+189.2% | $2,853+84.5% | $2,790+88.7% |
| Participant deferral / active EE | $6,611 | $3,245+103.8% | $4,332+52.6% | $4,249+55.6% |
| Admin fee / account holder | $11,530 | $7,809+47.7% | $14,264-19.2% | $8,951+28.8% |