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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 | $152,467 | $86,949+75.4% | $102,460+48.8% | $80,959+88.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.66% | 18.89%-7.2pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $7,675 | $2,370+223.9% | $3,025+153.7% | $2,757+178.4% |
| Participant deferral / active EE | $7,152 | $4,121+73.5% | $5,056+41.5% | $4,300+66.3% |
| Admin fee / account holder | $1,564 | $8,048-80.6% | $9,460-83.5% | $6,925-77.4% |