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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 | $81,331+90.4% | $155,534-0.4% | $80,935+91.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.73% | 33.37%-18.6pp | 64.92%-50.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $4,121 | $3,105+32.7% | $4,675-11.8% | $2,757+49.5% |
| Participant deferral / active EE | $2,719 | $3,454-21.3% | $5,630-51.7% | $4,299-36.8% |
| Admin fee / account holder | $1,747 | $7,999-78.2% | $15,900-89.0% | $6,924-74.8% |