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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 | $152,897 | $81,276+88.1% | $155,574-1.7% | $80,925+88.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.73% | 33.36%-21.6pp | 64.87%-53.1pp | 35.65%-23.9pp |
| Employer contribution / active EE | $6,331 | $3,103+104.0% | $4,676+35.4% | $2,756+129.7% |
| Participant deferral / active EE | $3,638 | $3,453+5.4% | $5,629-35.4% | $4,299-15.4% |
| Admin fee / account holder | $2,456 | $7,993-69.3% | $15,914-84.6% | $6,940-64.6% |