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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 | $145,785 | $56,054+160.1% | $171,082-14.8% | $62,881+131.8% |
| Participation rate | 98.2% | 62.9%+35.3pp | 76.7%+21.5pp | 69.3%+28.9pp |
| Annual return | 10.57% | 22.52%-11.9pp | 32.56%-22.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $9,036 | $1,731+422.0% | $4,002+125.8% | $2,281+296.2% |
| Participant deferral / active EE | $12,742 | $3,158+303.5% | $4,797+165.6% | $3,203+297.8% |
| Admin fee / account holder | $6,312 | $3,647+73.1% | $8,520-25.9% | $4,296+46.9% |