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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 | $150,886 | $81,331+85.5% | $155,534-3.0% | $80,935+86.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.31% | 33.37%-21.1pp | 64.92%-52.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $7,005 | $3,105+125.6% | $4,675+49.8% | $2,757+154.1% |
| Participant deferral / active EE | $6,368 | $3,454+84.4% | $5,630+13.1% | $4,299+48.1% |
| Admin fee / account holder | $6,317 | $7,999-21.0% | $15,900-60.3% | $6,924-8.8% |