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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 | $154,376 | $95,453+61.7% | $112,040+37.8% | $82,448+87.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.37% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $4,465 | $2,318+92.6% | $2,954+51.1% | $2,551+75.0% |
| Participant deferral / active EE | $9,824 | $4,224+132.6% | $5,098+92.7% | $4,139+137.3% |
| Admin fee / account holder | $6,129 | $9,013-32.0% | $12,098-49.3% | $7,234-15.3% |