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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 | $152,524 | $106,749+42.9% | $145,433+4.9% | $82,448+85.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.94% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $7,380 | $3,444+114.2% | $4,554+62.0% | $2,551+189.3% |
| Participant deferral / active EE | $8,660 | $6,519+32.9% | $7,897+9.7% | $4,139+109.2% |
| Admin fee / account holder | $6,782 | $8,390-19.2% | $13,129-48.3% | $7,234-6.3% |