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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 | $150,166 | $101,752+47.6% | $164,928-9.0% | $80,911+85.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.69% | 16.73%-6.0pp | 70.08%-59.4pp | 35.63%-24.9pp |
| Employer contribution / active EE | $8,092 | $2,953+174.0% | $4,343+86.3% | $2,756+193.7% |
| Participant deferral / active EE | $4,641 | $4,477+3.7% | $6,034-23.1% | $4,297+8.0% |
| Admin fee / account holder | $11,381 | $8,218+38.5% | $12,684-10.3% | $6,935+64.1% |