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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 | $149,096 | $86,938+71.5% | $102,423+45.6% | $80,925+84.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.39% | 18.89%-7.5pp | 29.42%-18.0pp | 35.65%-24.3pp |
| Employer contribution / active EE | $9,424 | $2,369+297.8% | $3,023+211.8% | $2,756+241.9% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,731 | $8,053-28.8% | $9,455-39.4% | $6,940-17.4% |