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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 | $146,627 | $45,041+225.5% | $63,003+132.7% | $70,131+109.1% |
| Participation rate | 96.9% | 69.5%+27.3pp | 74.8%+22.1pp | 69.5%+27.3pp |
| Annual return | 15.89% | 18.76%-2.9pp | 87.59%-71.7pp | 73.14%-57.3pp |
| Employer contribution / active EE | $8,055 | $2,052+292.5% | $2,760+191.8% | $2,342+243.9% |
| Participant deferral / active EE | $8,981 | $2,465+264.3% | $3,329+169.8% | $3,332+169.5% |
| Admin fee / account holder | $2,324 | $2,836-18.0% | $3,600-35.4% | $4,645-50.0% |