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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 | $127,769 | $65,034+96.5% | $90,970+40.5% | $79,856+60.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.35% | 30.45%-16.1pp | 134.60%-120.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,963 | $1,247+57.4% | $2,122-7.5% | $2,471-20.6% |
| Participant deferral / active EE | $4,811 | $2,512+91.5% | $3,373+42.6% | $3,741+28.6% |
| Admin fee / account holder | $635 | $4,536-86.0% | $5,961-89.4% | $5,306-88.0% |