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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 | $144,844 | $81,504+77.7% | $102,437+41.4% | $80,959+78.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.76% | 25.60%-12.8pp | 24.95%-12.2pp | 35.67%-22.9pp |
| Employer contribution / active EE | $8,412 | $3,104+171.0% | $3,871+117.3% | $2,757+205.1% |
| Participant deferral / active EE | $5,713 | $3,871+47.6% | $5,060+12.9% | $4,300+32.8% |
| Admin fee / account holder | $5,334 | $6,719-20.6% | $8,388-36.4% | $6,925-23.0% |