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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 | $148,652 | $81,487+82.4% | $102,412+45.2% | $80,935+83.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.49% | 25.60%-12.1pp | 24.94%-11.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $12,664 | $3,103+308.1% | $3,870+227.2% | $2,757+359.4% |
| Participant deferral / active EE | $6,498 | $3,871+67.9% | $5,060+28.4% | $4,299+51.1% |
| Admin fee / account holder | $12,347 | $6,717+83.8% | $8,388+47.2% | $6,924+78.3% |