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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 | $184,004 | $81,476+125.8% | $102,383+79.7% | $80,925+127.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.94% | 25.59%-11.7pp | 24.94%-11.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $6,101 | $3,105+96.5% | $3,870+57.6% | $2,756+121.3% |
| Participant deferral / active EE | $6,226 | $3,871+60.8% | $5,060+23.0% | $4,299+44.8% |
| Admin fee / account holder | $3,452 | $6,717-48.6% | $8,391-58.9% | $6,940-50.3% |