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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 | $151,345 | $81,276+86.2% | $155,574-2.7% | $80,925+87.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.25% | 33.36%-19.1pp | 64.87%-50.6pp | 35.65%-21.4pp |
| Employer contribution / active EE | $4,657 | $3,103+50.1% | $4,676-0.4% | $2,756+69.0% |
| Participant deferral / active EE | $5,232 | $3,453+51.5% | $5,629-7.1% | $4,299+21.7% |
| Admin fee / account holder | $2,676 | $7,993-66.5% | $15,914-83.2% | $6,940-61.4% |