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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 | $143,055 | $63,082+126.8% | $81,726+75.0% | $79,856+79.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 12.35% | 22.66%-10.3pp | 29.49%-17.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,644 | $1,795+47.2% | $4,311-38.7% | $2,471+7.0% |
| Participant deferral / active EE | $5,163 | $2,780+85.7% | $7,108-27.4% | $3,741+38.0% |
| Admin fee / account holder | $3,833 | $4,428-13.4% | $5,160-25.7% | $5,306-27.8% |