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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 | $86,919+75.4% | $102,457+48.8% | $80,911+88.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.66% | 18.90%-7.2pp | 29.41%-17.7pp | 35.63%-24.0pp |
| Employer contribution / active EE | $7,675 | $2,368+224.1% | $3,022+154.0% | $2,756+178.5% |
| Participant deferral / active EE | $7,152 | $4,119+73.6% | $5,054+41.5% | $4,297+66.4% |
| Admin fee / account holder | $1,564 | $8,049-80.6% | $9,451-83.5% | $6,935-77.4% |