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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 | $167,981 | $81,487+106.1% | $102,412+64.0% | $80,935+107.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.05% | 25.60%-8.5pp | 24.94%-7.9pp | 35.66%-18.6pp |
| Employer contribution / active EE | $7,016 | $3,103+126.1% | $3,870+81.3% | $2,757+154.5% |
| Participant deferral / active EE | $9,628 | $3,871+148.8% | $5,060+90.3% | $4,299+123.9% |
| Admin fee / account holder | $6,459 | $6,717-3.9% | $8,388-23.0% | $6,924-6.7% |