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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 | $148,612 | $82,523+80.1% | $115,752+28.4% | $70,126+111.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 17.80% | 28.22%-10.4pp | 19.41%-1.6pp | 73.15%-55.4pp |
| Employer contribution / active EE | $8,746 | $2,758+217.1% | $3,492+150.4% | $2,343+273.4% |
| Participant deferral / active EE | $3,456 | $4,062-14.9% | $5,204-33.6% | $3,332+3.7% |
| Admin fee / account holder | $13,507 | $4,552+196.7% | $6,278+115.1% | $4,645+190.8% |