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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 | $142,385 | $56,544+151.8% | $75,501+88.6% | $70,124+103.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 15.84% | 23.59%-7.7pp | 27.35%-11.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $6,910 | $1,817+280.4% | $2,352+193.8% | $2,342+195.0% |
| Participant deferral / active EE | $4,879 | $2,580+89.1% | $3,142+55.3% | $3,332+46.4% |
| Admin fee / account holder | $1,101 | $3,827-71.2% | $5,801-81.0% | $4,645-76.3% |