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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 | $149,322 | $78,423+90.4% | $95,964+55.6% | $79,856+87.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 20.41% | 19.37%+1.0pp | 91.64%-71.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $3,202 | $1,945+64.6% | $2,541+26.0% | $2,471+29.6% |
| Participant deferral / active EE | $3,106 | $3,440-9.7% | $4,167-25.5% | $3,741-17.0% |
| Admin fee / account holder | $1,891 | $5,622-66.4% | $6,797-72.2% | $5,306-64.4% |