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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 | $156,240 | $76,407+104.5% | $150,298+4.0% | $82,448+89.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.52% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $7,028 | $2,614+168.8% | $4,154+69.2% | $2,551+175.5% |
| Participant deferral / active EE | $5,223 | $3,214+62.5% | $5,453-4.2% | $4,139+26.2% |
| Admin fee / account holder | $1,389 | $6,352-78.1% | $14,116-90.2% | $7,234-80.8% |