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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 | $77,814+100.8% | $158,223-1.3% | $86,983+79.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 13.52% | 30.54%-17.0pp | 52.09%-38.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $7,028 | $2,592+171.1% | $4,109+71.0% | $2,584+171.9% |
| Participant deferral / active EE | $5,223 | $3,270+59.7% | $5,467-4.5% | $4,194+24.5% |
| Admin fee / account holder | $1,389 | $5,879-76.4% | $16,047-91.3% | $7,856-82.3% |