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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 | $157,814 | $81,331+94.0% | $155,534+1.5% | $80,935+95.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.94% | 33.37%-21.4pp | 64.92%-53.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $5,257 | $3,105+69.3% | $4,675+12.4% | $2,757+90.7% |
| Participant deferral / active EE | $5,277 | $3,454+52.8% | $5,630-6.3% | $4,299+22.7% |
| Admin fee / account holder | $3,043 | $7,999-62.0% | $15,900-80.9% | $6,924-56.1% |