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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 | $69,444+112.1% | $92,985+58.4% | $87,485+68.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 16.28% | 23.85%-7.6pp | 27.99%-11.7pp | 26.06%-9.8pp |
| Employer contribution / active EE | $6,439 | $1,917+235.9% | $2,662+141.9% | $2,596+148.0% |
| Participant deferral / active EE | $5,699 | $3,364+69.4% | $4,377+30.2% | $4,274+33.4% |
| Admin fee / account holder | $6,606 | $6,137+7.6% | $9,463-30.2% | $7,775-15.0% |