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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 | $136,859 | $81,457+68.0% | $103,378+32.4% | $80,911+69.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.84% | 25.58%-11.7pp | 24.91%-11.1pp | 35.63%-21.8pp |
| Employer contribution / active EE | $8,648 | $3,107+178.3% | $3,870+123.4% | $2,756+213.8% |
| Participant deferral / active EE | $11,327 | $3,871+192.6% | $5,058+124.0% | $4,297+163.6% |
| Admin fee / account holder | $4,704 | $6,717-30.0% | $8,401-44.0% | $6,935-32.2% |