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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 | $144,682 | $49,025+195.1% | $87,502+65.3% | $62,881+130.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 4.81% | 10.02%-5.2pp | 12.21%-7.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $10,477 | $1,372+663.7% | $2,550+310.9% | $2,281+359.3% |
| Participant deferral / active EE | $1,444 | $2,289-36.9% | $3,149-54.1% | $3,203-54.9% |
| Admin fee / account holder | $8,970 | $4,065+120.6% | $4,221+112.5% | $4,296+108.8% |