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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 | $152,441 | $67,602+125.5% | $82,312+85.2% | $70,126+117.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.88% | 21.57%-8.7pp | 25.88%-13.0pp | 73.15%-60.3pp |
| Employer contribution / active EE | $5,333 | $1,755+203.9% | $2,428+119.6% | $2,343+127.7% |
| Participant deferral / active EE | $7,443 | $2,987+149.2% | $3,706+100.8% | $3,332+123.4% |
| Admin fee / account holder | $3,370 | $4,512-25.3% | $5,608-39.9% | $4,645-27.5% |