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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 | $152,924 | $86,050+77.7% | $189,758-19.4% | $94,015+62.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 16.72% | 17.77%-1.1pp | 52.62%-35.9pp | 17.84%-1.1pp |
| Employer contribution / active EE | $7,487 | $2,819+165.6% | $4,767+57.1% | $2,790+168.4% |
| Participant deferral / active EE | $6,976 | $3,349+108.3% | $5,856+19.1% | $4,249+64.2% |
| Admin fee / account holder | $11,649 | $6,627+75.8% | $20,388-42.9% | $8,951+30.1% |