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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 | $149,608 | $87,166+71.6% | $76,735+95.0% | $137,256+9.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.52% | 26.50%-11.0pp | 29.77%-14.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $10,229 | $2,904+252.2% | $2,454+316.8% | $4,156+146.1% |
| Participant deferral / active EE | $7,808 | $4,726+65.2% | $4,088+91.0% | $6,407+21.9% |
| Admin fee / account holder | $4,367 | $8,403-48.0% | $7,189-39.3% | $12,270-64.4% |