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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 | $143,642 | $79,961+79.6% | $98,462+45.9% | $75,177+91.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.61% | 19.75%-3.1pp | 21.17%-4.6pp | 160.75%-144.1pp |
| Employer contribution / active EE | $6,908 | $2,264+205.1% | $3,049+126.6% | $2,671+158.6% |
| Participant deferral / active EE | $4,806 | $3,753+28.1% | $4,738+1.4% | $4,126+16.5% |
| Admin fee / account holder | $2,093 | $6,842-69.4% | $8,875-76.4% | $5,651-63.0% |