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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 | $175,742 | $75,541+132.6% | $152,093+15.5% | $82,637+112.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.43% | 32.56%-17.1pp | 66.36%-50.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $3,856 | $2,622+47.1% | $4,175-7.6% | $2,552+51.1% |
| Participant deferral / active EE | $5,037 | $3,206+57.1% | $5,451-7.6% | $4,126+22.1% |
| Admin fee / account holder | $3,658 | $6,405-42.9% | $14,497-74.8% | $7,339-50.2% |