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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 | $183,721 | $86,050+113.5% | $189,758-3.2% | $94,015+95.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 15.28% | 17.77%-2.5pp | 52.62%-37.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $7,446 | $2,819+164.1% | $4,767+56.2% | $2,790+166.9% |
| Participant deferral / active EE | $5,065 | $3,349+51.2% | $5,856-13.5% | $4,249+19.2% |
| Admin fee / account holder | $7,724 | $6,627+16.6% | $20,388-62.1% | $8,951-13.7% |