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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 | $81,331+80.3% | $155,534-5.7% | $80,935+81.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.37% | 33.37%-19.0pp | 64.92%-50.5pp | 35.66%-21.3pp |
| Employer contribution / active EE | $6,192 | $3,105+99.4% | $4,675+32.4% | $2,757+124.6% |
| Participant deferral / active EE | $6,937 | $3,454+100.8% | $5,630+23.2% | $4,299+61.4% |
| Admin fee / account holder | $3,277 | $7,999-59.0% | $15,900-79.4% | $6,924-52.7% |