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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 | $154,611 | $71,057+117.6% | $93,654+65.1% | $80,874+91.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.85% | 11.26%-0.4pp | 133.34%-122.5pp | 35.62%-24.8pp |
| Employer contribution / active EE | $6,522 | $1,564+317.0% | $2,421+169.4% | $2,756+136.7% |
| Participant deferral / active EE | $5,583 | $4,034+38.4% | $4,413+26.5% | $4,297+29.9% |
| Admin fee / account holder | $2,497 | $6,944-64.0% | $8,282-69.9% | $6,935-64.0% |