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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 | $147,155 | $93,598+57.2% | $135,974+8.2% | $75,173+95.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.37% | 30.89%-14.5pp | 68.30%-51.9pp | 160.72%-144.3pp |
| Employer contribution / active EE | $5,513 | $3,538+55.8% | $4,859+13.5% | $2,671+106.4% |
| Participant deferral / active EE | $11,081 | $6,405+73.0% | $7,760+42.8% | $4,126+168.5% |
| Admin fee / account holder | $5,919 | $6,978-15.2% | $10,767-45.0% | $5,651+4.8% |