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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 | $148,274 | $63,773+132.5% | $81,286+82.4% | $80,925+83.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 10.81% | 16.37%-5.6pp | 24.80%-14.0pp | 35.65%-24.8pp |
| Employer contribution / active EE | $4,354 | $1,979+120.0% | $2,463+76.8% | $2,756+58.0% |
| Participant deferral / active EE | $5,134 | $3,093+66.0% | $3,883+32.2% | $4,299+19.4% |
| Admin fee / account holder | $2,988 | $5,682-47.4% | $5,764-48.2% | $6,940-56.9% |