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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 | $153,806 | $89,370+72.1% | $141,197+8.9% | $72,976+110.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.56% | 111.88%-92.3pp | 71.41%-51.8pp | 81.02%-61.5pp |
| Employer contribution / active EE | $2,910 | $3,115-6.6% | $4,736-38.6% | $2,440+19.3% |
| Participant deferral / active EE | $6,863 | $5,419+26.7% | $6,710+2.3% | $3,608+90.2% |
| Admin fee / account holder | $5,839 | $5,957-2.0% | $10,265-43.1% | $5,124+14.0% |