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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 | $150,208 | $78,027+92.5% | $178,528-15.9% | $80,925+85.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 15.55% | 18.09%-2.5pp | 27.11%-11.6pp | 35.65%-20.1pp |
| Employer contribution / active EE | $5,799 | $2,281+154.2% | $3,950+46.8% | $2,756+110.4% |
| Participant deferral / active EE | $9,352 | $4,408+112.2% | $6,278+49.0% | $4,299+117.6% |
| Admin fee / account holder | $23,279 | $7,168+224.8% | $10,419+123.4% | $6,940+235.4% |