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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 | $153,106 | $67,602+126.5% | $82,312+86.0% | $70,126+118.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.07% | 21.57%-2.5pp | 25.88%-6.8pp | 73.15%-54.1pp |
| Employer contribution / active EE | $5,632 | $1,755+220.9% | $2,428+131.9% | $2,343+140.4% |
| Participant deferral / active EE | $3,296 | $2,987+10.3% | $3,706-11.1% | $3,332-1.1% |
| Admin fee / account holder | $8,226 | $4,512+82.3% | $5,608+46.7% | $4,645+77.1% |