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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 | $147,678 | $95,453+54.7% | $112,040+31.8% | $82,448+79.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.08% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $6,499 | $2,318+180.4% | $2,954+120.0% | $2,551+154.8% |
| Participant deferral / active EE | $10,053 | $4,224+138.0% | $5,098+97.2% | $4,139+142.9% |
| Admin fee / account holder | $2,737 | $9,013-69.6% | $12,098-77.4% | $7,234-62.2% |