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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 | $155,051 | $76,551+102.5% | $123,894+25.1% | $62,881+146.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.95% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,934 | $2,882+1.8% | $4,617-36.5% | $2,281+28.6% |
| Participant deferral / active EE | $9,662 | $4,840+99.6% | $5,984+61.5% | $3,203+201.7% |
| Admin fee / account holder | $12,672 | $4,826+162.6% | $8,357+51.6% | $4,296+195.0% |