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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 | $165,808 | $54,045+206.8% | $115,167+44.0% | $65,186+154.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 75.9%+24.1pp | 70.2%+29.8pp |
| Annual return | 24.34% | 26.55%-2.2pp | 35.60%-11.3pp | 29.39%-5.0pp |
| Employer contribution / active EE | $5,699 | $1,653+244.8% | $3,179+79.3% | $2,177+161.8% |
| Participant deferral / active EE | $5,070 | $2,504+102.5% | $4,169+21.6% | $3,514+44.3% |
| Admin fee / account holder | $7,177 | $626+1047.3% | $7,089+1.2% | $847+747.1% |