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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 | $147,291 | $58,627+151.2% | $76,735+91.9% | $82,448+78.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 16.28% | 39.10%-22.8pp | 29.77%-13.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $6,439 | $1,729+272.4% | $2,454+162.4% | $2,551+152.4% |
| Participant deferral / active EE | $5,699 | $3,134+81.9% | $4,088+39.4% | $4,139+37.7% |
| Admin fee / account holder | $6,606 | $5,323+24.1% | $7,189-8.1% | $7,234-8.7% |