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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 | $150,095 | $99,875+50.3% | $146,866+2.2% | $86,983+72.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.44% | 28.10%-4.7pp | 102.85%-79.4pp | 25.83%-2.4pp |
| Employer contribution / active EE | $5,862 | $3,224+81.8% | $4,425+32.5% | $2,584+126.8% |
| Participant deferral / active EE | $9,616 | $6,322+52.1% | $7,759+23.9% | $4,194+129.3% |
| Admin fee / account holder | $3,832 | $7,838-51.1% | $13,620-71.9% | $7,856-51.2% |