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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 | $146,631 | $81,358+80.2% | $155,556-5.7% | $80,959+81.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.37% | 33.39%-19.0pp | 64.84%-50.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $6,192 | $3,106+99.3% | $4,675+32.4% | $2,757+124.6% |
| Participant deferral / active EE | $6,937 | $3,455+100.8% | $5,631+23.2% | $4,300+61.3% |
| Admin fee / account holder | $3,277 | $7,994-59.0% | $15,885-79.4% | $6,925-52.7% |