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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 | $111,615 | $77,638+43.8% | $156,551-28.7% | $62,881+77.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.75% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,407 | $3,444-30.1% | $5,501-56.3% | $2,281+5.5% |
| Participant deferral / active EE | $5,826 | $3,046+91.3% | $4,871+19.6% | $3,203+81.9% |
| Admin fee / account holder | $3,717 | $5,561-33.2% | $13,028-71.5% | $4,296-13.5% |