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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 | $150,470 | $58,493+157.2% | $84,023+79.1% | $72,976+106.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.23% | 28.93%-8.7pp | 71.32%-51.1pp | 81.02%-60.8pp |
| Employer contribution / active EE | $5,013 | $1,163+331.0% | $1,984+152.7% | $2,440+105.4% |
| Participant deferral / active EE | $3,824 | $2,394+59.7% | $3,239+18.0% | $3,608+6.0% |
| Admin fee / account holder | $1,833 | $4,569-59.9% | $6,102-70.0% | $5,124-64.2% |