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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 | $147,045 | $79,557+84.8% | $118,746+23.8% | $70,126+109.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 16.55% | 25.64%-9.1pp | 24.54%-8.0pp | 73.15%-56.6pp |
| Employer contribution / active EE | $4,905 | $2,861+71.4% | $4,193+17.0% | $2,343+109.4% |
| Participant deferral / active EE | $7,691 | $4,089+88.1% | $5,332+44.2% | $3,332+130.8% |
| Admin fee / account holder | $15,633 | $5,374+190.9% | $10,720+45.8% | $4,645+236.5% |