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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 | $137,487 | $81,331+69.0% | $155,534-11.6% | $80,935+69.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.21% | 33.37%-19.2pp | 64.92%-50.7pp | 35.66%-21.4pp |
| Employer contribution / active EE | $6,248 | $3,105+101.3% | $4,675+33.7% | $2,757+126.7% |
| Participant deferral / active EE | $6,551 | $3,454+89.7% | $5,630+16.4% | $4,299+52.4% |
| Admin fee / account holder | $2,257 | $7,999-71.8% | $15,900-85.8% | $6,924-67.4% |