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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 | $150,540 | $80,992+85.9% | $96,534+55.9% | $75,173+100.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.87% | 27.05%-10.2pp | 25.88%-9.0pp | 160.72%-143.9pp |
| Employer contribution / active EE | $13,825 | $2,283+505.7% | $2,965+366.2% | $2,671+417.6% |
| Participant deferral / active EE | $7,115 | $3,929+81.1% | $4,851+46.7% | $4,126+72.4% |
| Admin fee / account holder | $3,016 | $6,717-55.1% | $8,253-63.5% | $5,651-46.6% |