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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 | $114,986 | $81,358+41.3% | $155,556-26.1% | $80,959+42.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.32% | 33.39%-21.1pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $4,712 | $3,106+51.7% | $4,675+0.8% | $2,757+70.9% |
| Participant deferral / active EE | $10,930 | $3,455+216.3% | $5,631+94.1% | $4,300+154.2% |
| Admin fee / account holder | $7,734 | $7,994-3.3% | $15,885-51.3% | $6,925+11.7% |