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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 | $165,612 | $57,828+186.4% | $117,039+41.5% | $70,126+136.2% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 13.67% | 17.55%-3.9pp | 18.95%-5.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $6,144 | $1,816+238.3% | $3,785+62.3% | $2,343+162.3% |
| Participant deferral / active EE | $7,271 | $2,438+198.3% | $3,929+85.0% | $3,332+118.2% |
| Admin fee / account holder | $1,829 | $3,548-48.4% | $5,974-69.4% | $4,645-60.6% |