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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 | $147,729 | $81,358+81.6% | $155,556-5.0% | $80,959+82.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.80% | 33.39%-19.6pp | 64.84%-51.0pp | 35.67%-21.9pp |
| Employer contribution / active EE | $3,571 | $3,106+15.0% | $4,675-23.6% | $2,757+29.5% |
| Participant deferral / active EE | $7,575 | $3,455+119.2% | $5,631+34.5% | $4,300+76.1% |
| Admin fee / account holder | $20,462 | $7,994+156.0% | $15,885+28.8% | $6,925+195.5% |