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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 | $77,574+92.6% | $108,753+37.4% | $86,983+71.8% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 17.59% | 18.42%-0.8pp | 37.47%-19.9pp | 25.83%-8.2pp |
| Employer contribution / active EE | $7,162 | $1,611+344.7% | $2,427+195.1% | $2,584+177.1% |
| Participant deferral / active EE | $6,922 | $3,128+121.3% | $4,115+68.2% | $4,194+65.1% |
| Admin fee / account holder | $1,425 | $6,529-78.2% | $10,320-86.2% | $7,856-81.9% |