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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 | $152,061 | $67,602+124.9% | $82,312+84.7% | $70,126+116.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.01% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $3,455 | $1,755+96.9% | $2,428+42.3% | $2,343+47.5% |
| Participant deferral / active EE | $7,095 | $2,987+137.5% | $3,706+91.4% | $3,332+112.9% |
| Admin fee / account holder | $18,404 | $4,512+307.9% | $5,608+228.2% | $4,645+296.2% |