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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 | $143,116 | $81,504+75.6% | $102,437+39.7% | $80,959+76.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.91% | 25.60%-7.7pp | 24.95%-7.0pp | 35.67%-17.8pp |
| Employer contribution / active EE | $4,273 | $3,104+37.7% | $3,871+10.4% | $2,757+55.0% |
| Participant deferral / active EE | $10,932 | $3,871+182.4% | $5,060+116.0% | $4,300+154.2% |
| Admin fee / account holder | $3,669 | $6,719-45.4% | $8,388-56.3% | $6,925-47.0% |