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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 | $81,504+125.8% | $102,437+79.6% | $80,959+127.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.94% | 25.60%-11.7pp | 24.95%-11.0pp | 35.67%-21.7pp |
| Employer contribution / active EE | $6,101 | $3,104+96.6% | $3,871+57.6% | $2,757+121.3% |
| Participant deferral / active EE | $6,226 | $3,871+60.8% | $5,060+23.0% | $4,300+44.8% |
| Admin fee / account holder | $3,452 | $6,719-48.6% | $8,388-58.8% | $6,925-50.2% |