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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 | $134,673 | $81,504+65.2% | $102,437+31.5% | $80,959+66.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.17% | 25.60%-10.4pp | 24.95%-9.8pp | 35.67%-20.5pp |
| Employer contribution / active EE | $4,711 | $3,104+51.8% | $3,871+21.7% | $2,757+70.9% |
| Participant deferral / active EE | $9,459 | $3,871+144.4% | $5,060+86.9% | $4,300+120.0% |
| Admin fee / account holder | $5,234 | $6,719-22.1% | $8,388-37.6% | $6,925-24.4% |