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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 | $149,443 | $73,787+102.5% | $98,716+51.4% | $82,448+81.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 17.59% | 18.57%-1.0pp | 31.81%-14.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $7,162 | $1,511+373.9% | $2,279+214.3% | $2,551+180.7% |
| Participant deferral / active EE | $6,922 | $3,081+124.6% | $4,048+71.0% | $4,139+67.2% |
| Admin fee / account holder | $1,425 | $6,500-78.1% | $8,703-83.6% | $7,234-80.3% |