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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 | $143,937 | $115,931+24.2% | $185,441-22.4% | $86,983+65.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 14.49% | 21.47%-7.0pp | 20.16%-5.7pp | 25.83%-11.3pp |
| Employer contribution / active EE | $5,882 | $2,937+100.3% | $4,672+25.9% | $2,584+127.6% |
| Participant deferral / active EE | $5,228 | $4,551+14.9% | $6,152-15.0% | $4,194+24.7% |
| Admin fee / account holder | $19,759 | $10,687+84.9% | $17,890+10.5% | $7,856+151.5% |