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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 | $157,599 | $76,407+106.3% | $150,298+4.9% | $82,448+91.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 23.69% | 39.99%-16.3pp | 62.79%-39.1pp | 41.64%-17.9pp |
| Employer contribution / active EE | $6,380 | $2,614+144.1% | $4,154+53.6% | $2,551+150.1% |
| Participant deferral / active EE | $4,809 | $3,214+49.6% | $5,453-11.8% | $4,139+16.2% |
| Admin fee / account holder | $2,203 | $6,352-65.3% | $14,116-84.4% | $7,234-69.5% |