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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 | $164,950 | $123,793+33.2% | $177,848-7.3% | $79,856+106.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.87% | 22.82%-9.9pp | 48.33%-35.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $6,900 | $4,095+68.5% | $5,919+16.6% | $2,471+179.2% |
| Participant deferral / active EE | $5,547 | $5,956-6.9% | $7,714-28.1% | $3,741+48.3% |
| Admin fee / account holder | $4,269 | $7,243-41.1% | $12,431-65.7% | $5,306-19.6% |