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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 | $159,964 | $75,541+111.8% | $152,093+5.2% | $82,637+93.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.54% | 32.56%-18.0pp | 66.36%-51.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $3,571 | $2,622+36.2% | $4,175-14.5% | $2,552+39.9% |
| Participant deferral / active EE | $7,192 | $3,206+124.3% | $5,451+31.9% | $4,126+74.3% |
| Admin fee / account holder | $3,481 | $6,405-45.7% | $14,497-76.0% | $7,339-52.6% |