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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 | $147,608 | $76,407+93.2% | $150,298-1.8% | $82,448+79.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.27% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,728 | $2,614+42.6% | $4,154-10.3% | $2,551+46.1% |
| Participant deferral / active EE | $6,423 | $3,214+99.8% | $5,453+17.8% | $4,139+55.2% |
| Admin fee / account holder | $5,268 | $6,352-17.1% | $14,116-62.7% | $7,234-27.2% |