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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 | $153,631 | $81,504+88.5% | $102,437+50.0% | $80,959+89.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.86% | 25.60%-14.7pp | 24.95%-14.1pp | 35.67%-24.8pp |
| Employer contribution / active EE | $10,311 | $3,104+232.2% | $3,871+166.4% | $2,757+274.0% |
| Participant deferral / active EE | $3,107 | $3,871-19.7% | $5,060-38.6% | $4,300-27.7% |
| Admin fee / account holder | $883 | $6,719-86.9% | $8,388-89.5% | $6,925-87.3% |