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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 | $143,720 | $95,453+50.6% | $112,040+28.3% | $82,448+74.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.88% | 23.92%-5.0pp | 24.52%-5.6pp | 41.64%-22.8pp |
| Employer contribution / active EE | $6,882 | $2,318+196.9% | $2,954+133.0% | $2,551+169.8% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,127 | $9,013-43.1% | $12,098-57.6% | $7,234-29.1% |