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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 | $155,352 | $81,358+90.9% | $155,556-0.1% | $80,959+91.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.59% | 33.39%-20.8pp | 64.84%-52.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $8,675 | $3,106+179.3% | $4,675+85.6% | $2,757+214.7% |
| Participant deferral / active EE | $5,420 | $3,455+56.9% | $5,631-3.7% | $4,300+26.0% |
| Admin fee / account holder | $5,495 | $7,994-31.3% | $15,885-65.4% | $6,925-20.7% |