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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 | $109,665 | $81,358+34.8% | $155,556-29.5% | $80,959+35.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.73% | 33.39%-17.7pp | 64.84%-49.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $5,489 | $3,106+76.7% | $4,675+17.4% | $2,757+99.1% |
| Participant deferral / active EE | $5,570 | $3,455+61.2% | $5,631-1.1% | $4,300+29.5% |
| Admin fee / account holder | $9,080 | $7,994+13.6% | $15,885-42.8% | $6,925+31.1% |