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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 | $174,296 | $81,331+114.3% | $155,534+12.1% | $80,935+115.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 20.86% | 33.37%-12.5pp | 64.92%-44.1pp | 35.66%-14.8pp |
| Employer contribution / active EE | $3,893 | $3,105+25.4% | $4,675-16.7% | $2,757+41.2% |
| Participant deferral / active EE | $6,501 | $3,454+88.2% | $5,630+15.5% | $4,299+51.2% |
| Admin fee / account holder | $6,715 | $7,999-16.0% | $15,900-57.8% | $6,924-3.0% |