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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 | $133,136 | $90,486+47.1% | $78,676+69.2% | $273,972-51.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.37% | 75.62%-69.3pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $4,092 | $3,175+28.9% | $2,850+43.6% | $4,869-15.9% |
| Participant deferral / active EE | $6,380 | $3,901+63.5% | $3,517+81.4% | $5,287+20.7% |
| Admin fee / account holder | $1,289 | $5,263-75.5% | $4,510-71.4% | $10,133-87.3% |