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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 | $154,012 | $72,027+113.8% | $185,861-17.1% | $79,856+92.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 17.06% | 23.13%-6.1pp | 35.96%-18.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $6,044 | $1,965+207.6% | $4,088+47.8% | $2,471+144.6% |
| Participant deferral / active EE | $7,043 | $3,780+86.4% | $5,634+25.0% | $3,741+88.3% |
| Admin fee / account holder | $4,846 | $4,513+7.4% | $9,503-49.0% | $5,306-8.7% |