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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 | $127,861 | $77,638+64.7% | $156,551-18.3% | $62,881+103.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.68% | 50.33%-43.6pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $4,056 | $3,444+17.8% | $5,501-26.3% | $2,281+77.8% |
| Participant deferral / active EE | $4,392 | $3,046+44.2% | $4,871-9.8% | $3,203+37.1% |
| Admin fee / account holder | $1,889 | $5,561-66.0% | $13,028-85.5% | $4,296-56.0% |