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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 | $149,911 | $106,524+40.7% | $152,301-1.6% | $87,485+71.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 21.20% | 26.89%-5.7pp | 80.50%-59.3pp | 26.06%-4.9pp |
| Employer contribution / active EE | $5,995 | $3,371+77.8% | $4,624+29.6% | $2,596+130.9% |
| Participant deferral / active EE | $11,645 | $6,525+78.5% | $8,004+45.5% | $4,274+172.5% |
| Admin fee / account holder | $3,906 | $8,287-52.9% | $14,398-72.9% | $7,775-49.8% |