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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 | $154,857 | $81,233+90.6% | $155,567-0.5% | $80,874+91.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.73% | 33.33%-18.6pp | 64.74%-50.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $4,121 | $3,101+32.9% | $4,674-11.8% | $2,756+49.6% |
| Participant deferral / active EE | $2,719 | $3,452-21.2% | $5,628-51.7% | $4,297-36.7% |
| Admin fee / account holder | $1,747 | $7,998-78.2% | $15,916-89.0% | $6,935-74.8% |