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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 | $107,632 | $77,638+38.6% | $156,551-31.2% | $62,881+71.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.05% | 50.33%-40.3pp | 32.23%-22.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $5,806 | $3,444+68.6% | $5,501+5.5% | $2,281+154.5% |
| Participant deferral / active EE | $3,192 | $3,046+4.8% | $4,871-34.5% | $3,203-0.3% |
| Admin fee / account holder | $372 | $5,561-93.3% | $13,028-97.1% | $4,296-91.3% |