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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 | $81,276+34.9% | $155,574-29.5% | $80,925+35.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.73% | 33.36%-17.6pp | 64.87%-49.1pp | 35.65%-19.9pp |
| Employer contribution / active EE | $5,489 | $3,103+76.9% | $4,676+17.4% | $2,756+99.1% |
| Participant deferral / active EE | $5,570 | $3,453+61.3% | $5,629-1.0% | $4,299+29.6% |
| Admin fee / account holder | $9,080 | $7,993+13.6% | $15,914-42.9% | $6,940+30.8% |