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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 | $157,663 | $81,476+93.5% | $102,383+54.0% | $80,925+94.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.62% | 25.59%-11.0pp | 24.94%-10.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $12,244 | $3,105+294.4% | $3,870+216.3% | $2,756+344.2% |
| Participant deferral / active EE | $7,085 | $3,871+83.0% | $5,060+40.0% | $4,299+64.8% |
| Admin fee / account holder | $14,107 | $6,717+110.0% | $8,391+68.1% | $6,940+103.3% |