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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 | $145,405 | $76,407+90.3% | $150,298-3.3% | $82,448+76.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.62% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $8,833 | $2,614+237.9% | $4,154+112.6% | $2,551+246.2% |
| Participant deferral / active EE | $5,221 | $3,214+62.4% | $5,453-4.2% | $4,139+26.1% |
| Admin fee / account holder | $5,510 | $6,352-13.3% | $14,116-61.0% | $7,234-23.8% |