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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 | $142,401 | $75,541+88.5% | $152,093-6.4% | $82,637+72.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.50% | 32.56%-18.1pp | 66.36%-51.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $7,297 | $2,622+178.2% | $4,175+74.8% | $2,552+185.9% |
| Participant deferral / active EE | $6,841 | $3,206+113.4% | $5,451+25.5% | $4,126+65.8% |
| Admin fee / account holder | $11,671 | $6,405+82.2% | $14,497-19.5% | $7,339+59.0% |